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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 | $7,069 | $73,978-90.4% | $96,515-92.7% | $75,173-90.6% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 41.49% | 26.72%+14.8pp | 35.73%+5.8pp | 160.72%-119.2pp |
| Employer contribution / active EE | $1,971 | $2,931-32.8% | $3,740-47.3% | $2,671-26.2% |
| Participant deferral / active EE | $3,320 | $3,660-9.3% | $4,880-32.0% | $4,126-19.5% |
| Admin fee / account holder | $150 | $5,219-97.1% | $6,735-97.8% | $5,651-97.3% |