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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 | $8,787 | $165,399-94.7% | $149,745-94.1% | $158,982-94.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 11.78% | 348.34%-336.6pp | 276.72%-264.9pp | 302.99%-291.2pp |
| Employer contribution / active EE | $3,090 | $5,105-39.5% | $4,646-33.5% | $4,763-35.1% |
| Participant deferral / active EE | $2,608 | $7,183-63.7% | $6,843-61.9% | $5,983-56.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |