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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 | $8,240 | $104,251-92.1% | $91,004-90.9% | $147,585-94.4% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 28.64% | 27.06%+1.6pp | 4.60%+24.0pp | 578.58%-549.9pp |
| Employer contribution / active EE | $1,607 | $3,116-48.4% | $2,456-34.6% | $4,876-67.0% |
| Participant deferral / active EE | $2,273 | $4,195-45.8% | $3,548-35.9% | $5,439-58.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |