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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 | $174,379-94.7% | $152,093-93.9% | $138,895-93.3% |
| Participation rate | 82.6% | 81.6%+1.0pp | 77.8%+4.8pp | 79.9%+2.7pp |
| Annual return | 21.50% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,994 | $4,652-57.1% | $4,175-52.2% | $4,194-52.5% |
| Participant deferral / active EE | $3,009 | $6,159-51.1% | $5,451-44.8% | $6,396-52.9% |
| Admin fee / account holder | $143 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |