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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 | $11,404 | $211,239-94.6% | $178,528-93.6% | $145,877-92.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.12% | 30.22%-17.1pp | 27.11%-14.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,139 | $4,570-53.2% | $3,950-45.9% | $4,663-54.1% |
| Participant deferral / active EE | $2,529 | $6,963-63.7% | $6,278-59.7% | $6,691-62.2% |
| Admin fee / account holder | $62 | $12,095-99.5% | $10,419-99.4% | $13,402-99.5% |