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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 | $3,192 | $97,125-96.7% | $86,233-96.3% | $137,256-97.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 19.06% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,146 | $2,841-59.6% | $2,504-54.2% | $4,156-72.4% |
| Participant deferral / active EE | $899 | $5,180-82.7% | $4,559-80.3% | $6,407-86.0% |
| Admin fee / account holder | $85 | $9,725-99.1% | $8,342-99.0% | $12,270-99.3% |