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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 | $8,331 | $90,486-90.8% | $78,676-89.4% | $273,972-97.0% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 4.67% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,967 | $3,175-38.1% | $2,850-31.0% | $4,869-59.6% |
| Participant deferral / active EE | $2,017 | $3,901-48.3% | $3,517-42.6% | $5,287-61.9% |
| Admin fee / account holder | $31 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |