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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 | $12,049 | $82,678-85.4% | $125,391-90.4% | $68,490-82.4% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | 7.35% | -5.97%+13.3pp | 572.41%-565.1pp | -7.85%+15.2pp |
| Employer contribution / active EE | $1,739 | $3,382-48.6% | $4,816-63.9% | $2,597-33.0% |
| Participant deferral / active EE | $8,080 | $6,111+32.2% | $7,448+8.5% | $4,028+100.6% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |