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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 | $8,378 | $103,393-91.9% | $87,103-90.4% | $152,909-94.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 30.66% | 28.10%+2.6pp | 28.19%+2.5pp | 345.46%-314.8pp |
| Employer contribution / active EE | $1,654 | $3,221-48.6% | $2,521-34.4% | $4,764-65.3% |
| Participant deferral / active EE | $2,235 | $4,778-53.2% | $4,049-44.8% | $5,851-61.8% |
| Admin fee / account holder | $27 | $12,195-99.8% | $7,491-99.6% | $11,601-99.8% |