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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 | $8,791 | $103,392-91.5% | $87,104-89.9% | $152,897-94.3% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 31.62% | 28.10%+3.5pp | 28.19%+3.4pp | 345.43%-313.8pp |
| Employer contribution / active EE | $1,294 | $3,221-59.8% | $2,521-48.7% | $4,764-72.8% |
| Participant deferral / active EE | $2,803 | $4,778-41.3% | $4,048-30.8% | $5,851-52.1% |
| Admin fee / account holder | $151 | $12,194-98.8% | $7,491-98.0% | $11,599-98.7% |