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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 | $11,294 | $211,224-94.7% | $178,505-93.7% | $145,897-92.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.19% | 30.28%-15.1pp | 27.16%-12.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,423 | $4,577-68.9% | $3,955-64.0% | $4,663-69.5% |
| Participant deferral / active EE | $2,022 | $6,966-71.0% | $6,280-67.8% | $6,689-69.8% |
| Admin fee / account holder | $38 | $12,109-99.7% | $10,428-99.6% | $13,390-99.7% |