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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 | $9,019 | $183,516-95.1% | $155,534-94.2% | $145,884-93.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 15.17% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,320 | $5,315-75.2% | $4,675-71.8% | $4,662-71.7% |
| Participant deferral / active EE | $2,809 | $6,467-56.6% | $5,630-50.1% | $6,690-58.0% |
| Admin fee / account holder | $125 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |