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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 | $9,270 | $106,247-91.3% | $96,515-90.4% | $139,466-93.4% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 33.80% | 38.47%-4.7pp | 35.73%-1.9pp | 373.66%-339.9pp |
| Employer contribution / active EE | $2,178 | $4,106-46.9% | $3,740-41.8% | $4,754-54.2% |
| Participant deferral / active EE | $3,706 | $5,456-32.1% | $4,880-24.0% | $6,712-44.8% |
| Admin fee / account holder | $19 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |