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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 | $16,136 | $88,707-81.8% | $74,184-78.2% | $273,972-94.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.95% | 11.94%-4.0pp | 17.74%-9.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $639 | $3,159-79.8% | $2,370-73.1% | $4,869-86.9% |
| Participant deferral / active EE | $4,491 | $4,212+6.6% | $3,550+26.5% | $5,287-15.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |