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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 | $14,026 | $162,136-91.3% | $152,301-90.8% | $154,746-90.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 27.12% | 91.02%-63.9pp | 80.50%-53.4pp | 172.34%-145.2pp |
| Employer contribution / active EE | $2,006 | $4,890-59.0% | $4,624-56.6% | $4,379-54.2% |
| Participant deferral / active EE | $4,960 | $8,341-40.5% | $8,004-38.0% | $6,730-26.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |