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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 | $8,876 | $183,592-95.2% | $155,574-94.3% | $145,877-93.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.39% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,242 | $5,317-76.6% | $4,676-73.4% | $4,663-73.4% |
| Participant deferral / active EE | $2,104 | $6,466-67.5% | $5,629-62.6% | $6,691-68.5% |
| Admin fee / account holder | $88 | $19,316-99.5% | $15,914-99.5% | $13,402-99.3% |