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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 | $14,176 | $118,496-88.0% | $98,461-85.6% | $139,466-89.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 25.11% | 18.96%+6.1pp | 21.17%+3.9pp | 373.66%-348.6pp |
| Employer contribution / active EE | $1,557 | $3,611-56.9% | $3,049-48.9% | $4,754-67.3% |
| Participant deferral / active EE | $5,345 | $5,393-0.9% | $4,738+12.8% | $6,712-20.4% |
| Admin fee / account holder | $46 | $14,056-99.7% | $8,961-99.5% | $11,409-99.6% |