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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 | $10,891 | $86,050-87.3% | $189,758-94.3% | $94,015-88.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.28% | 17.77%-3.5pp | 52.62%-38.3pp | 17.84%-3.6pp |
| Employer contribution / active EE | $889 | $2,819-68.5% | $4,767-81.4% | $2,790-68.1% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $285 | $6,627-95.7% | $20,388-98.6% | $8,951-96.8% |