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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 | $12,184 | $156,398-92.2% | $147,318-91.7% | $138,895-91.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.35% | 78.75%-52.4pp | 70.43%-44.1pp | 145.39%-119.0pp |
| Employer contribution / active EE | $1,696 | $4,853-65.1% | $4,593-63.1% | $4,194-59.6% |
| Participant deferral / active EE | $2,766 | $8,237-66.4% | $7,906-65.0% | $6,396-56.8% |
| Admin fee / account holder | $164 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |