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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 | $13,960 | $162,136-91.4% | $152,301-90.8% | $154,746-91.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 24.48% | 91.02%-66.5pp | 80.50%-56.0pp | 172.34%-147.9pp |
| Employer contribution / active EE | $1,305 | $4,890-73.3% | $4,624-71.8% | $4,379-70.2% |
| Participant deferral / active EE | $2,724 | $8,341-67.3% | $8,004-66.0% | $6,730-59.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |