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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 | $5,162 | $232,540-97.8% | $185,117-97.2% | $147,586-96.5% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 29.01% | 43.03%-14.0pp | 40.50%-11.5pp | 578.59%-549.6pp |
| Employer contribution / active EE | $1,400 | $5,195-73.1% | $4,182-66.5% | $4,876-71.3% |
| Participant deferral / active EE | $1,455 | $5,834-75.1% | $5,045-71.2% | $5,439-73.2% |
| Admin fee / account holder | $25 | $10,275-99.8% | $8,159-99.7% | $10,886-99.8% |