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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 | $13,834 | $58,512-76.4% | $84,020-83.5% | $72,983-81.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.31% | 28.93%-11.6pp | 71.31%-54.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $1,714 | $1,163+47.4% | $1,984-13.6% | $2,440-29.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $239 | $4,569-94.8% | $6,101-96.1% | $5,124-95.3% |