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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 | $6,579 | $110,278-94.0% | $95,740-93.1% | $139,466-95.3% |
| Participation rate | 84.6% | 75.7%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | 21.90% | 27.19%-5.3pp | 28.41%-6.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,124 | $3,260-65.5% | $2,836-60.4% | $4,754-76.4% |
| Participant deferral / active EE | $2,414 | $4,674-48.4% | $4,244-43.1% | $6,712-64.0% |
| Admin fee / account holder | $126 | $6,613-98.1% | $5,676-97.8% | $11,409-98.9% |