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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 | $12,177 | $88,583-86.3% | $88,497-86.2% | $273,972-95.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 8.60% | 5.68%+2.9pp | 7.63%+1.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,079 | $4,502-53.8% | $4,036-48.5% | $4,869-57.3% |
| Participant deferral / active EE | $4,566 | $4,891-6.7% | $4,899-6.8% | $5,287-13.6% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |