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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 | $9,675 | $154,228-93.7% | $145,433-93.3% | $137,256-93.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.23% | 74.59%-52.4pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,573 | $4,804-67.3% | $4,554-65.5% | $4,156-62.2% |
| Participant deferral / active EE | $3,729 | $8,216-54.6% | $7,897-52.8% | $6,407-41.8% |
| Admin fee / account holder | $27 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |