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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 | $10,431 | $157,304-93.4% | $141,197-92.6% | $152,909-93.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 30.09% | 64.34%-34.3pp | 71.41%-41.3pp | 345.46%-315.4pp |
| Employer contribution / active EE | $946 | $5,263-82.0% | $4,736-80.0% | $4,764-80.1% |
| Participant deferral / active EE | $2,369 | $7,111-66.7% | $6,710-64.7% | $5,851-59.5% |
| Admin fee / account holder | $41 | $12,126-99.7% | $10,265-99.6% | $11,601-99.6% |