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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 | $20,990 | $65,027-67.7% | $90,970-76.9% | $79,852-73.7% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 17.01% | 30.45%-13.4pp | 134.58%-117.6pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,194 | $1,247-4.2% | $2,122-43.7% | $2,471-51.7% |
| Participant deferral / active EE | $1,362 | $2,512-45.8% | $3,373-59.6% | $3,740-63.6% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |