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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 | $12,603 | $54,380-76.8% | $68,509-81.6% | $59,632-78.9% |
| Participation rate | 96.4% | 70.2%+26.2pp | 74.7%+21.7pp | 68.7%+27.8pp |
| Annual return | -1.37% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $1,374 | $1,539-10.7% | $2,278-39.7% | $2,203-37.6% |
| Participant deferral / active EE | $1,435 | $2,643-45.7% | $3,382-57.6% | $3,192-55.0% |
| Admin fee / account holder | $102 | $3,885-97.4% | $5,275-98.1% | $4,297-97.6% |