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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 | $23,682 | $109,620-78.4% | $148,496-84.1% | $94,015-74.8% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 11.38% | 17.54%-6.2pp | 12.33%-0.9pp | 17.84%-6.5pp |
| Employer contribution / active EE | $2,632 | $2,618+0.5% | $3,497-24.8% | $2,790-5.7% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $208 | $10,050-97.9% | $19,547-98.9% | $8,951-97.7% |