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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 | $155,555-91.0% | $146,866-90.4% | $155,188-91.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 27.12% | 115.41%-88.3pp | 102.85%-75.7pp | 148.84%-121.7pp |
| Employer contribution / active EE | $2,006 | $4,647-56.8% | $4,425-54.7% | $4,248-52.8% |
| Participant deferral / active EE | $4,960 | $8,044-38.3% | $7,759-36.1% | $6,531-24.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |