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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 | $11,165 | $76,551-85.4% | $123,894-91.0% | $62,881-82.2% |
| Participation rate | 85.1% | 73.0%+12.1pp | 81.4%+3.7pp | 69.3%+15.8pp |
| Annual return | 8.06% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,811 | $2,882-37.2% | $4,617-60.8% | $2,281-20.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $81 | $4,826-98.3% | $8,357-99.0% | $4,296-98.1% |