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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 | $18,393 | $70,486-73.9% | $100,528-81.7% | $79,852-77.0% |
| Participation rate | 96.0% | 73.6%+22.4pp | 79.4%+16.6pp | 69.6%+26.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $4,094 | $2,165+89.1% | $3,419+19.7% | $2,471+65.7% |
| Participant deferral / active EE | $5,887 | $5,182+13.6% | $6,271-6.1% | $3,740+57.4% |
| Admin fee / account holder | $105 | $4,480-97.7% | $8,084-98.7% | $5,306-98.0% |