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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 | $11,357 | $85,169-86.7% | $172,755-93.4% | $72,983-84.4% |
| Participation rate | 82.8% | 70.1%+12.7pp | 82.6%+0.1pp | 69.5%+13.3pp |
| Annual return | 17.92% | 27.32%-9.4pp | 802.94%-785.0pp | 81.01%-63.1pp |
| Employer contribution / active EE | $2,029 | $3,324-39.0% | $5,144-60.6% | $2,440-16.8% |
| Participant deferral / active EE | $2,044 | $3,260-37.3% | $5,198-60.7% | $3,608-43.3% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |