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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 | $7,446 | $135,956-94.5% | $123,894-94.0% | $273,972-97.3% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,272 | $5,170-56.0% | $4,617-50.8% | $4,869-53.3% |
| Participant deferral / active EE | $4,454 | $6,343-29.8% | $5,984-25.6% | $5,287-15.8% |
| Admin fee / account holder | $184 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |