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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 | $7,283 | $211,224-96.6% | $178,505-95.9% | $145,897-95.0% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 15.37% | 30.28%-14.9pp | 27.16%-11.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,645 | $4,577-64.1% | $3,955-58.4% | $4,663-64.7% |
| Participant deferral / active EE | $3,170 | $6,966-54.5% | $6,280-49.5% | $6,689-52.6% |
| Admin fee / account holder | $235 | $12,109-98.1% | $10,428-97.7% | $13,390-98.2% |