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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 | $4,812 | $228,352-97.9% | $185,835-97.4% | $158,966-97.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 40.18% | 40.81%-0.6pp | 35.96%+4.2pp | 302.95%-262.8pp |
| Employer contribution / active EE | $1,304 | $4,967-73.7% | $4,087-68.1% | $4,762-72.6% |
| Participant deferral / active EE | $1,516 | $6,416-76.4% | $5,633-73.1% | $5,983-74.7% |
| Admin fee / account holder | $18 | $11,867-99.8% | $9,502-99.8% | $11,250-99.8% |