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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 | $14,675 | $110,240-86.7% | $96,544-84.8% | $139,487-89.5% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 30.49% | 26.41%+4.1pp | 25.88%+4.6pp | 373.84%-343.4pp |
| Employer contribution / active EE | $2,084 | $3,622-42.5% | $2,966-29.7% | $4,755-56.2% |
| Participant deferral / active EE | $4,639 | $5,549-16.4% | $4,851-4.4% | $6,713-30.9% |
| Admin fee / account holder | $20 | $11,602-99.8% | $8,254-99.8% | $11,407-99.8% |