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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 | $14,382 | $54,541-73.6% | $78,778-81.7% | $70,126-79.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.20% | 21.07%-6.9pp | 35.62%-21.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $395 | $1,089-63.7% | $1,986-80.1% | $2,343-83.2% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $165 | $3,709-95.6% | $5,134-96.8% | $4,645-96.5% |