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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 | $26,104 | $147,594-82.3% | $121,871-78.6% | $198,609-86.9% |
| Participation rate | 92.9% | 78.0%+14.9pp | 73.2%+19.7pp | 82.4%+10.5pp |
| Annual return | 4.14% | 12.94%-8.8pp | 13.57%-9.4pp | 202.70%-198.6pp |
| Employer contribution / active EE | $1,429 | $3,007-52.5% | $2,731-47.7% | $5,055-71.7% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |