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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 | $9,307 | $110,212-91.6% | $96,534-90.4% | $139,466-93.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.44% | 26.42%-16.0pp | 25.88%-15.4pp | 373.66%-363.2pp |
| Employer contribution / active EE | $1,452 | $3,620-59.9% | $2,965-51.1% | $4,754-69.5% |
| Participant deferral / active EE | $5,956 | $5,547+7.4% | $4,851+22.8% | $6,712-11.3% |
| Admin fee / account holder | $253 | $11,599-97.8% | $8,253-96.9% | $11,409-97.8% |