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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 | $210,698-94.3% | $178,014-93.2% | $145,959-91.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.00% | 386.27%-375.3pp | 294.80%-283.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $847 | $4,567-81.5% | $3,950-78.6% | $4,661-81.8% |
| Participant deferral / active EE | $1,673 | $6,958-76.0% | $6,276-73.3% | $6,689-75.0% |
| Admin fee / account holder | $293 | $12,016-97.6% | $10,362-97.2% | $13,398-97.8% |