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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 | $27,796 | $162,281-82.9% | $362,723-92.3% | $254,542-89.1% |
| Participation rate | 78.6% | 49.4%+29.2pp | 38.2%+40.4pp | 47.4%+31.2pp |
| Annual return | 7.99% | 10.22%-2.2pp | 10.56%-2.6pp | 12.16%-4.2pp |
| Employer contribution / active EE | $10,721 | $37,390-71.3% | $30,197-64.5% | $44,747-76.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $170 | $1,182-85.6% | $2,168-92.1% | $17,640-99.0% |