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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 | $3,581 | $115,225-96.9% | $100,712-96.4% | $138,895-97.4% |
| Participation rate | 92.9% | 74.3%+18.5pp | 69.3%+23.6pp | 79.9%+12.9pp |
| Annual return | 10.57% | 40.35%-29.8pp | 33.27%-22.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,299 | $4,699-72.4% | $4,085-68.2% | $6,396-79.7% |
| Admin fee / account holder | $130 | $10,844-98.8% | $9,256-98.6% | $12,562-99.0% |