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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 | $8,025 | $103,393-92.2% | $87,103-90.8% | $152,909-94.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 44.85% | 28.10%+16.8pp | 28.19%+16.7pp | 345.46%-300.6pp |
| Employer contribution / active EE | $1,547 | $3,221-52.0% | $2,521-38.7% | $4,764-67.5% |
| Participant deferral / active EE | $3,012 | $4,778-37.0% | $4,049-25.6% | $5,851-48.5% |
| Admin fee / account holder | $115 | $12,195-99.1% | $7,491-98.5% | $11,601-99.0% |