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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 | $8,317 | $63,365-86.9% | $91,994-91.0% | $72,976-88.6% |
| Participation rate | 90.6% | 72.5%+18.1pp | 78.6%+11.9pp | 69.5%+21.1pp |
| Annual return | 76.06% | 35.35%+40.7pp | 69.04%+7.0pp | 81.02%-5.0pp |
| Employer contribution / active EE | $1,149 | $2,116-45.7% | $3,453-66.7% | $2,440-52.9% |
| Participant deferral / active EE | $4,998 | $4,883+2.4% | $5,924-15.6% | $3,608+38.5% |
| Admin fee / account holder | $3 | $4,670-99.9% | $7,744-100.0% | $5,124-99.9% |