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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 | $14,553 | $99,345-85.4% | $84,753-82.8% | $273,972-94.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.86% | 22.93%-10.1pp | 22.78%-9.9pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,780 | $4,214-57.8% | $3,574-50.2% | $4,869-63.4% |
| Participant deferral / active EE | $5,131 | $4,270+20.2% | $3,712+38.2% | $5,287-3.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |