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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 | $7,746 | $184,014-95.8% | $161,149-95.2% | $138,895-94.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 21.52%-21.5pp | 21.16%-21.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $3,514 | $5,055-30.5% | $4,360-19.4% | $4,194-16.2% |
| Participant deferral / active EE | $4,218 | $6,909-39.0% | $6,153-31.5% | $6,396-34.1% |
| Admin fee / account holder | $10 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |