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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 | $12,010 | $118,488-89.9% | $98,462-87.8% | $139,487-91.4% |
| Participation rate | 87.5% | 77.5%+10.0pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 27.48% | 18.96%+8.5pp | 21.17%+6.3pp | 373.84%-346.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,049 | $5,393-6.4% | $4,738+6.6% | $6,713-24.8% |
| Admin fee / account holder | $35 | $13,868-99.7% | $8,875-99.6% | $11,407-99.7% |