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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 | $10,342 | $228,352-95.5% | $185,827-94.4% | $158,950-93.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.91%-302.9pp |
| Employer contribution / active EE | $741 | $4,967-85.1% | $4,087-81.9% | $4,762-84.4% |
| Participant deferral / active EE | $6,088 | $6,416-5.1% | $5,633+8.1% | $5,983+1.8% |
| Admin fee / account holder | $186 | $11,867-98.4% | $9,502-98.0% | $11,248-98.3% |