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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,398 | $58,828-82.3% | $78,002-86.7% | $62,881-83.5% |
| Participation rate | 88.6% | 71.1%+17.6pp | 75.5%+13.1pp | 69.3%+19.3pp |
| Annual return | 8.98% | 17.16%-8.2pp | 425.99%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,142 | $1,672+28.2% | $2,470-13.3% | $2,281-6.1% |
| Participant deferral / active EE | $2,067 | $2,686-23.0% | $3,497-40.9% | $3,203-35.5% |
| Admin fee / account holder | $42 | $4,393-99.1% | $5,481-99.2% | $4,296-99.0% |