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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 | $7,725 | $185,312-95.8% | $161,489-95.2% | $154,746-95.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 22.67% | 103.84%-81.2pp | 89.72%-67.1pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,036 | $4,769-78.3% | $4,268-75.7% | $4,379-76.3% |
| Participant deferral / active EE | $2,352 | $6,350-63.0% | $5,630-58.2% | $6,730-65.1% |
| Admin fee / account holder | $267 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |