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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 | $11,441 | $124,980-90.8% | $108,359-89.4% | $154,746-92.6% |
| Participation rate | 95.2% | 75.2%+20.1pp | 70.1%+25.1pp | 80.7%+14.5pp |
| Annual return | 25.09% | 45.00%-19.9pp | 36.89%-11.8pp | 172.34%-147.2pp |
| Employer contribution / active EE | $1,456 | $2,851-48.9% | $2,399-39.3% | $4,379-66.7% |
| Participant deferral / active EE | $1,884 | $4,743-60.3% | $4,137-54.5% | $6,730-72.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |