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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 | $11,811 | $174,379-93.2% | $152,093-92.2% | $138,895-91.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 20.81% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,542 | $6,159-42.5% | $5,451-35.0% | $6,396-44.6% |
| Admin fee / account holder | $62 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |