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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 | $7,741 | $76,551-89.9% | $123,894-93.8% | $62,881-87.7% |
| Participation rate | 84.2% | 73.0%+11.2pp | 81.4%+2.8pp | 69.3%+14.9pp |
| Annual return | 76.23% | 18.68%+57.6pp | 47.52%+28.7pp | 20.14%+56.1pp |
| Employer contribution / active EE | $718 | $2,882-75.1% | $4,617-84.4% | $2,281-68.5% |
| Participant deferral / active EE | $4,861 | $4,840+0.4% | $5,984-18.8% | $3,203+51.8% |
| Admin fee / account holder | $108 | $4,826-97.8% | $8,357-98.7% | $4,296-97.5% |