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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 | $9,748 | $174,379-94.4% | $152,093-93.6% | $138,895-93.0% |
| Participation rate | 86.7% | 81.6%+5.0pp | 77.8%+8.9pp | 79.9%+6.7pp |
| Annual return | 20.59% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,589 | $6,159-25.5% | $5,451-15.8% | $6,396-28.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |