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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 | $8,543 | $225,673-96.2% | $203,872-95.8% | $155,188-94.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 21.09% | 95.91%-74.8pp | 85.11%-64.0pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,725 | $4,099-57.9% | $3,757-54.1% | $4,248-59.4% |
| Participant deferral / active EE | $1,945 | $6,893-71.8% | $6,388-69.6% | $6,531-70.2% |
| Admin fee / account holder | $139 | $12,327-98.9% | $11,730-98.8% | $14,480-99.0% |