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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 | $14,555 | $117,895-87.7% | $102,460-85.8% | $145,897-90.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 15.01% | 31.92%-16.9pp | 29.47%-14.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,753 | $3,619-51.6% | $3,025-42.1% | $4,663-62.4% |
| Participant deferral / active EE | $3,562 | $5,736-37.9% | $5,056-29.6% | $6,689-46.8% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |