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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 | $13,012 | $135,956-90.4% | $123,894-89.5% | $273,972-95.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 16.86% | 56.63%-39.8pp | 47.52%-30.7pp | 41.46%-24.6pp |
| Employer contribution / active EE | $1,768 | $5,170-65.8% | $4,617-61.7% | $4,869-63.7% |
| Participant deferral / active EE | $3,852 | $6,343-39.3% | $5,984-35.6% | $5,287-27.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |