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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 | $9,938 | $127,387-92.2% | $115,038-91.4% | $125,389-92.1% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,689 | $5,166-48.0% | $4,608-41.7% | $4,866-44.7% |
| Participant deferral / active EE | $7,581 | $6,423+18.0% | $6,026+25.8% | $5,352+41.7% |
| Admin fee / account holder | $160 | $9,516-98.3% | $8,175-98.0% | $9,541-98.3% |