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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 | $5,199 | $106,247-95.1% | $96,515-94.6% | $139,466-96.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 63.03% | 38.47%+24.6pp | 35.73%+27.3pp | 373.66%-310.6pp |
| Employer contribution / active EE | $1,033 | $4,106-74.8% | $3,740-72.4% | $4,754-78.3% |
| Participant deferral / active EE | $2,092 | $5,456-61.7% | $4,880-57.1% | $6,712-68.8% |
| Admin fee / account holder | $2 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |