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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 | $8,933 | $77,817-88.5% | $123,553-92.8% | $64,173-86.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 14.71% | 12.49%+2.2pp | 119.21%-104.5pp | 7.63%+7.1pp |
| Employer contribution / active EE | $781 | $3,014-74.1% | $4,628-83.1% | $2,381-67.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $289 | $5,519-94.8% | $9,284-96.9% | $4,887-94.1% |