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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 | $5,243 | $97,125-94.6% | $86,233-93.9% | $137,256-96.2% |
| Participation rate | 81.3% | 74.2%+7.1pp | 69.0%+12.2pp | 80.0%+1.3pp |
| Annual return | 20.91% | 74.19%-53.3pp | 61.39%-40.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,620 | $2,841-43.0% | $2,504-35.3% | $4,156-61.0% |
| Participant deferral / active EE | $2,484 | $5,180-52.0% | $4,559-45.5% | $6,407-61.2% |
| Admin fee / account holder | $288 | $9,725-97.0% | $8,342-96.6% | $12,270-97.7% |