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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 | $13,783 | $97,027-85.8% | $83,323-83.5% | $135,382-89.8% |
| Participation rate | 81.3% | 80.4%+0.8pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,269 | $4,143-45.2% | $3,379-32.9% | $4,779-52.5% |
| Participant deferral / active EE | $9,975 | $5,964+67.2% | $5,565+79.2% | $5,609+77.8% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |