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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 | $14,204 | $118,496-88.0% | $98,461-85.6% | $139,466-89.8% |
| Participation rate | 95.2% | 77.5%+17.8pp | 75.2%+20.1pp | 80.3%+14.9pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,673 | $3,611-53.7% | $3,049-45.1% | $4,754-64.8% |
| Participant deferral / active EE | $2,711 | $5,393-49.7% | $4,738-42.8% | $6,712-59.6% |
| Admin fee / account holder | $95 | $14,056-99.3% | $8,961-98.9% | $11,409-99.2% |