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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 | $9,375 | $110,410-91.5% | $102,437-90.8% | $145,897-93.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.88% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.4pp |
| Employer contribution / active EE | $935 | $4,217-77.8% | $3,871-75.8% | $4,663-79.9% |
| Participant deferral / active EE | $1,658 | $5,622-70.5% | $5,060-67.2% | $6,689-75.2% |
| Admin fee / account holder | $118 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |