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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 | $8,282 | $115,903-92.9% | $100,528-91.8% | $158,966-94.8% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 38.04% | 34.80%+3.2pp | 30.90%+7.1pp | 302.95%-264.9pp |
| Employer contribution / active EE | $1,940 | $4,105-52.7% | $3,419-43.3% | $4,762-59.3% |
| Participant deferral / active EE | $3,689 | $6,677-44.7% | $6,271-41.2% | $5,983-38.3% |
| Admin fee / account holder | $23 | $11,000-99.8% | $8,084-99.7% | $11,250-99.8% |