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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 | $5,674 | $84,236-93.3% | $170,435-96.7% | $70,126-91.9% |
| Participation rate | 93.9% | 70.8%+23.1pp | 83.6%+10.3pp | 69.5%+24.4pp |
| Annual return | 21.91% | 23.06%-1.1pp | 205.94%-184.0pp | 73.15%-51.2pp |
| Employer contribution / active EE | $891 | $3,387-73.7% | $5,432-83.6% | $2,343-62.0% |
| Participant deferral / active EE | $1,955 | $3,086-36.6% | $4,939-60.4% | $3,332-41.3% |
| Admin fee / account holder | $214 | $5,698-96.2% | $13,881-98.5% | $4,645-95.4% |