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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 | $13,424 | $158,852-91.5% | $121,220-88.9% | $135,380-90.1% |
| Participation rate | 95.8% | 79.3%+16.5pp | 71.8%+24.1pp | 82.6%+13.2pp |
| Annual return | 9.00% | -0.64%+9.6pp | 16.94%-7.9pp | 519.81%-510.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $184 | $4,006-95.4% | $3,345-94.5% | $5,609-96.7% |
| Admin fee / account holder | $109 | $6,515-98.3% | $5,021-97.8% | $10,828-99.0% |