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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 | $13,757 | $135,956-89.9% | $123,894-88.9% | $273,972-95.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 66.70% | 56.63%+10.1pp | 47.52%+19.2pp | 41.46%+25.2pp |
| Employer contribution / active EE | $940 | $5,170-81.8% | $4,617-79.6% | $4,869-80.7% |
| Participant deferral / active EE | $6,797 | $6,343+7.2% | $5,984+13.6% | $5,287+28.6% |
| Admin fee / account holder | $64 | $9,817-99.4% | $8,357-99.2% | $10,133-99.4% |