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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 | $9,659 | $139,948-93.1% | $121,663-92.1% | $154,746-93.8% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.5%+17.8pp | 80.7%+11.6pp |
| Annual return | 22.00% | 230.52%-208.5pp | 147.54%-125.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,303 | $3,521-63.0% | $3,020-56.8% | $4,379-70.2% |
| Participant deferral / active EE | $2,044 | $5,629-63.7% | $4,887-58.2% | $6,730-69.6% |
| Admin fee / account holder | $77 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |