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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 | $21,429 | $181,896-88.2% | $156,551-86.3% | $273,972-92.2% |
| Participation rate | 70.6% | 88.4%-17.8pp | 84.0%-13.4pp | 83.0%-12.4pp |
| Annual return | 9.19% | 30.74%-21.6pp | 32.23%-23.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,477 | $6,248-76.4% | $5,501-73.2% | $4,869-69.7% |
| Participant deferral / active EE | $3,447 | $5,550-37.9% | $4,871-29.2% | $5,287-34.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |