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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 | $10,982 | $165,399-93.4% | $149,745-92.7% | $158,982-93.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 28.16% | 348.34%-320.2pp | 276.72%-248.6pp | 302.99%-274.8pp |
| Employer contribution / active EE | $1,099 | $5,105-78.5% | $4,646-76.3% | $4,763-76.9% |
| Participant deferral / active EE | $2,951 | $7,183-58.9% | $6,843-56.9% | $5,983-50.7% |
| Admin fee / account holder | $68 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |