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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 | $9,514 | $165,361-94.2% | $149,715-93.6% | $158,950-94.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.15% | 348.24%-319.1pp | 276.66%-247.5pp | 302.91%-273.8pp |
| Employer contribution / active EE | $1,377 | $5,103-73.0% | $4,645-70.4% | $4,762-71.1% |
| Participant deferral / active EE | $2,983 | $7,182-58.5% | $6,842-56.4% | $5,983-50.1% |
| Admin fee / account holder | $262 | $10,808-97.6% | $9,310-97.2% | $11,248-97.7% |