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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 | $10,950 | $162,785-93.3% | $133,959-91.8% | $158,950-93.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 32.04% | 41.94%-9.9pp | 45.09%-13.1pp | 302.91%-270.9pp |
| Employer contribution / active EE | $2,389 | $4,975-52.0% | $3,919-39.0% | $4,762-49.8% |
| Participant deferral / active EE | $3,906 | $5,910-33.9% | $5,047-22.6% | $5,983-34.7% |
| Admin fee / account holder | $35 | $11,738-99.7% | $8,928-99.6% | $11,248-99.7% |