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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 | $14,451 | $87,546-83.5% | $75,784-80.9% | $125,389-88.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 10.63% | 13.49%-2.9pp | 9.68%+0.9pp | 282.24%-271.6pp |
| Employer contribution / active EE | $2,665 | $3,930-32.2% | $3,323-19.8% | $4,866-45.2% |
| Participant deferral / active EE | $7,101 | $4,230+67.9% | $3,652+94.5% | $5,352+32.7% |
| Admin fee / account holder | $9 | $6,503-99.9% | $5,300-99.8% | $9,541-99.9% |