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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 | $5,825 | $106,749-94.5% | $145,433-96.0% | $82,448-92.9% |
| Participation rate | 98.9% | 75.6%+23.2pp | 82.1%+16.7pp | 68.1%+30.8pp |
| Annual return | 21.35% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,874 | $3,444-16.6% | $4,554-36.9% | $2,551+12.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |