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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 | $19,014 | $88,707-78.6% | $74,184-74.4% | $273,972-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.15% | 11.94%-0.8pp | 17.74%-6.6pp | 41.46%-30.3pp |
| Employer contribution / active EE | $923 | $3,159-70.8% | $2,370-61.1% | $4,869-81.1% |
| Participant deferral / active EE | $4,465 | $4,212+6.0% | $3,550+25.8% | $5,287-15.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |