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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 | $8,711 | $172,111-94.9% | $150,298-94.2% | $137,256-93.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 25.77% | 69.37%-43.6pp | 62.79%-37.0pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,237 | $4,636-73.3% | $4,154-70.2% | $4,156-70.2% |
| Participant deferral / active EE | $1,725 | $6,166-72.0% | $5,453-68.4% | $6,407-73.1% |
| Admin fee / account holder | $35 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |