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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 | $14,632 | $132,310-88.9% | $105,754-86.2% | $273,972-94.7% |
| Participation rate | 79.2% | 83.2%-4.0pp | 78.9%+0.3pp | 83.0%-3.8pp |
| Annual return | 0.00% | 10.08%-10.1pp | 12.25%-12.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,661 | $4,867-45.3% | $4,079-34.8% | $4,869-45.4% |
| Participant deferral / active EE | $6,847 | $6,233+9.9% | $5,326+28.6% | $5,287+29.5% |
| Admin fee / account holder | $24 | $12,036-99.8% | $8,309-99.7% | $10,133-99.8% |