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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 | $77,962-89.8% | $178,540-95.6% | $80,935-90.2% |
| Participation rate | 75.0% | 65.7%+9.3pp | 77.1%-2.1pp | 67.7%+7.3pp |
| Annual return | 13.06% | 18.10%-5.0pp | 27.15%-14.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,482 | $4,404-43.6% | $6,281-60.5% | $4,299-42.3% |
| Admin fee / account holder | $12 | $7,156-99.8% | $10,424-99.9% | $6,924-99.8% |