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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 | $13,299 | $99,345-86.6% | $84,753-84.3% | $273,972-95.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 11.29% | 22.93%-11.6pp | 22.78%-11.5pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,623 | $4,214-61.5% | $3,574-54.6% | $4,869-66.7% |
| Participant deferral / active EE | $5,958 | $4,270+39.5% | $3,712+60.5% | $5,287+12.7% |
| Admin fee / account holder | $1 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |