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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 | $5,899 | $211,105-97.2% | $178,449-96.7% | $145,978-96.0% |
| Participation rate | 81.0% | 80.8%+0.2pp | 77.1%+3.9pp | 80.3%+0.7pp |
| Annual return | 18.04% | 30.19%-12.1pp | 27.09%-9.0pp | 550.52%-532.5pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,073 | $6,959-70.2% | $6,277-67.0% | $6,690-69.0% |
| Admin fee / account holder | $120 | $12,017-99.0% | $10,362-98.8% | $13,400-99.1% |