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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 | $9,320 | $172,111-94.6% | $150,298-93.8% | $137,256-93.2% |
| Participation rate | 82.6% | 81.7%+0.9pp | 77.8%+4.8pp | 80.0%+2.6pp |
| Annual return | 21.50% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,994 | $4,636-57.0% | $4,154-52.0% | $4,156-52.0% |
| Participant deferral / active EE | $3,009 | $6,166-51.2% | $5,453-44.8% | $6,407-53.0% |
| Admin fee / account holder | $143 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |