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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 | $14,285 | $154,228-90.7% | $145,433-90.2% | $137,256-89.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 24.59% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,228 | $4,804-74.4% | $4,554-73.0% | $4,156-70.4% |
| Participant deferral / active EE | $2,614 | $8,216-68.2% | $7,897-66.9% | $6,407-59.2% |
| Admin fee / account holder | $75 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |