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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 | $7,256 | $94,766-92.3% | $112,923-93.6% | $139,487-94.8% |
| Participation rate | 95.5% | 81.3%+14.1pp | 80.5%+14.9pp | 80.3%+15.1pp |
| Annual return | 34.67% | 40.96%-6.3pp | 34.13%+0.5pp | 373.84%-339.2pp |
| Employer contribution / active EE | $1,993 | $4,636-57.0% | $4,570-56.4% | $4,755-58.1% |
| Participant deferral / active EE | $3,152 | $6,523-51.7% | $6,520-51.7% | $6,713-53.0% |
| Admin fee / account holder | $112 | $8,529-98.7% | $7,046-98.4% | $11,407-99.0% |