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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 | $29,391 | $254,759-88.5% | $216,567-86.4% | $198,609-85.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.62% | 10.04%+6.6pp | 12.94%+3.7pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,198 | $6,096-63.9% | $5,216-57.9% | $5,055-56.5% |
| Participant deferral / active EE | $6,848 | $6,948-1.4% | $6,191+10.6% | $6,977-1.8% |
| Admin fee / account holder | $203 | $26,311-99.2% | $21,981-99.1% | $19,030-98.9% |