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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 | $9,885 | $102,828-90.4% | $105,387-90.6% | $152,897-93.5% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.6%-0.2pp | 82.5%-0.1pp |
| Annual return | 33.91% | 20.85%+13.1pp | 26.82%+7.1pp | 345.43%-311.5pp |
| Employer contribution / active EE | $1,653 | $4,473-63.0% | $4,213-60.8% | $4,764-65.3% |
| Participant deferral / active EE | $4,716 | $5,465-13.7% | $5,502-14.3% | $5,851-19.4% |
| Admin fee / account holder | $11 | $8,683-99.9% | $6,559-99.8% | $11,599-99.9% |