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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 | $7,082 | $102,609-93.1% | $98,090-92.8% | $138,895-94.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.30% | 36.44%-20.1pp | 37.05%-20.7pp | 145.39%-129.1pp |
| Employer contribution / active EE | $705 | $3,867-81.8% | $3,606-80.5% | $4,194-83.2% |
| Participant deferral / active EE | $3,525 | $8,167-56.8% | $7,845-55.1% | $6,396-44.9% |
| Admin fee / account holder | $5 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |