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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 | $8,034 | $96,956-91.7% | $69,779-88.5% | $273,972-97.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.41% | 12.93%-6.5pp | 12.99%-6.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $959 | $3,316-71.1% | $2,338-59.0% | $4,869-80.3% |
| Participant deferral / active EE | $3,421 | $3,744-8.6% | $2,931+16.7% | $5,287-35.3% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |