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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 | $13,828 | $181,896-92.4% | $156,551-91.2% | $273,972-95.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 14.36% | 30.74%-16.4pp | 32.23%-17.9pp | 41.46%-27.1pp |
| Employer contribution / active EE | $1,631 | $6,248-73.9% | $5,501-70.4% | $4,869-66.5% |
| Participant deferral / active EE | $5,247 | $5,550-5.5% | $4,871+7.7% | $5,287-0.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |