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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 | $16,278 | $72,177-77.4% | $115,038-85.8% | $59,633-72.7% |
| Participation rate | 79.3% | 72.6%+6.8pp | 81.4%-2.1pp | 68.7%+10.6pp |
| Annual return | -0.59% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,664 | $2,841-41.4% | $4,608-63.9% | $2,203-24.4% |
| Participant deferral / active EE | $3,065 | $4,783-35.9% | $6,026-49.1% | $3,192-4.0% |
| Admin fee / account holder | $9 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |