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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 | $14,178 | $174,018-91.9% | $136,833-89.6% | $198,609-92.9% |
| Participation rate | 86.7% | 65.1%+21.5pp | 59.0%+27.6pp | 82.4%+4.3pp |
| Annual return | 14.04% | 35.16%-21.1pp | 35.32%-21.3pp | 202.70%-188.7pp |
| Employer contribution / active EE | $325 | $1,571-79.3% | $1,319-75.3% | $5,055-93.6% |
| Participant deferral / active EE | $1,460 | $2,873-49.2% | $2,441-40.2% | $6,977-79.1% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |