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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 | $8,692 | $117,846-92.6% | $102,434-91.5% | $145,884-94.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.95% | 31.90%-16.9pp | 29.46%-14.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $975 | $3,615-73.0% | $3,023-67.8% | $4,662-79.1% |
| Participant deferral / active EE | $1,969 | $5,733-65.7% | $5,055-61.0% | $6,690-70.6% |
| Admin fee / account holder | $87 | $13,356-99.4% | $9,462-99.1% | $13,392-99.4% |