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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 | $13,846 | $56,287-75.4% | $80,977-82.9% | $62,881-78.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.07% | 22.13%-16.1pp | 17.11%-11.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,301 | $1,943+18.4% | $3,715-38.1% | $2,281+0.9% |
| Participant deferral / active EE | $3,001 | $4,196-28.5% | $5,696-47.3% | $3,203-6.3% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |