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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 | $12,037 | $211,224-94.3% | $178,505-93.3% | $145,897-91.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.00% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $847 | $4,577-81.5% | $3,955-78.6% | $4,663-81.8% |
| Participant deferral / active EE | $1,673 | $6,966-76.0% | $6,280-73.4% | $6,689-75.0% |
| Admin fee / account holder | $293 | $12,109-97.6% | $10,428-97.2% | $13,390-97.8% |