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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 | $7,338 | $115,225-93.6% | $100,712-92.7% | $138,895-94.7% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.3%+23.0pp | 79.9%+12.4pp |
| Annual return | 23.19% | 40.35%-17.2pp | 33.27%-10.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,122 | $4,699-54.9% | $4,085-48.1% | $6,396-66.8% |
| Admin fee / account holder | $152 | $10,844-98.6% | $9,256-98.4% | $12,562-98.8% |