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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 | $4,002 | $106,974-96.3% | $90,796-95.6% | $138,895-97.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 33.24% | 20.10%+13.1pp | 19.29%+13.9pp | 145.39%-112.2pp |
| Employer contribution / active EE | $1,183 | $2,609-54.7% | $2,294-48.4% | $4,194-71.8% |
| Participant deferral / active EE | $1,183 | $4,455-73.4% | $3,822-69.0% | $6,396-81.5% |
| Admin fee / account holder | $238 | $8,626-97.2% | $7,024-96.6% | $12,562-98.1% |