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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 | $6,072 | $138,312-95.6% | $122,979-95.1% | $155,188-96.1% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 0.00% | 22.06%-22.1pp | 20.12%-20.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,077 | $3,530-41.2% | $3,062-32.2% | $4,248-51.1% |
| Participant deferral / active EE | $3,490 | $5,592-37.6% | $5,003-30.2% | $6,531-46.6% |
| Admin fee / account holder | $16 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |