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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 | $12,619 | $135,956-90.7% | $123,894-89.8% | $273,972-95.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.66% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,211 | $5,170-76.6% | $4,617-73.8% | $4,869-75.1% |
| Participant deferral / active EE | $4,447 | $6,343-29.9% | $5,984-25.7% | $5,287-15.9% |
| Admin fee / account holder | $56 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |