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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 | $20,719 | $105,284-80.3% | $150,734-86.3% | $94,015-78.0% |
| Participation rate | 78.8% | 71.7%+7.1pp | 78.4%+0.3pp | 70.8%+8.0pp |
| Annual return | 15.16% | 15.67%-0.5pp | 600.81%-585.6pp | 17.84%-2.7pp |
| Employer contribution / active EE | $2,236 | $3,599-37.9% | $4,918-54.5% | $2,790-19.8% |
| Participant deferral / active EE | $2,286 | $4,274-46.5% | $5,610-59.2% | $4,249-46.2% |
| Admin fee / account holder | $201 | $9,839-98.0% | $14,905-98.7% | $8,951-97.8% |