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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 | $9,300 | $110,379-91.6% | $102,412-90.9% | $145,884-93.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 33.46% | 24.84%+8.6pp | 24.94%+8.5pp | 551.85%-518.4pp |
| Employer contribution / active EE | $1,092 | $4,216-74.1% | $3,870-71.8% | $4,662-76.6% |
| Participant deferral / active EE | $1,965 | $5,622-65.0% | $5,060-61.2% | $6,690-70.6% |
| Admin fee / account holder | $150 | $9,745-98.5% | $8,388-98.2% | $13,392-98.9% |