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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 | $7,918 | $78,015-89.9% | $178,505-95.6% | $80,959-90.2% |
| Participation rate | 75.0% | 65.7%+9.3pp | 77.1%-2.1pp | 67.7%+7.3pp |
| Annual return | 13.06% | 18.10%-5.0pp | 27.16%-14.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,482 | $4,406-43.7% | $6,280-60.5% | $4,300-42.3% |
| Admin fee / account holder | $12 | $7,160-99.8% | $10,428-99.9% | $6,925-99.8% |