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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 | $10,520 | $201,264-94.8% | $184,185-94.3% | $145,978-92.8% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 18.94% | 29.00%-10.1pp | 28.81%-9.9pp | 550.52%-531.6pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,642 | $9,806-52.7% | $9,132-49.2% | $6,690-30.6% |
| Admin fee / account holder | $207 | $16,376-98.7% | $13,909-98.5% | $13,400-98.5% |