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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 | $6,416 | $90,486-92.9% | $78,676-91.8% | $273,972-97.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.51% | 75.62%-64.1pp | 62.19%-50.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $997 | $3,175-68.6% | $2,850-65.0% | $4,869-79.5% |
| Participant deferral / active EE | $827 | $3,901-78.8% | $3,517-76.5% | $5,287-84.4% |
| Admin fee / account holder | $135 | $5,263-97.4% | $4,510-97.0% | $10,133-98.7% |