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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 | $9,026 | $67,602-86.6% | $82,312-89.0% | $70,126-87.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.77% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $4,024 | $1,755+129.3% | $2,428+65.7% | $2,343+71.8% |
| Participant deferral / active EE | $1,850 | $2,987-38.1% | $3,706-50.1% | $3,332-44.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |