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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 | $11,094 | $211,288-94.7% | $178,540-93.8% | $145,884-92.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.52% | 30.27%-17.8pp | 27.15%-14.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,028 | $6,967-56.5% | $6,281-51.8% | $6,690-54.7% |
| Admin fee / account holder | $40 | $12,105-99.7% | $10,424-99.6% | $13,392-99.7% |