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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 | $11,102 | $148,582-92.5% | $135,942-91.8% | $139,456-92.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 24.68% | 79.26%-54.6pp | 68.28%-43.6pp | 373.45%-348.8pp |
| Employer contribution / active EE | $2,423 | $5,245-53.8% | $4,858-50.1% | $4,753-49.0% |
| Participant deferral / active EE | $2,807 | $8,101-65.4% | $7,759-63.8% | $6,711-58.2% |
| Admin fee / account holder | $75 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |