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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 | $10,011 | $172,111-94.2% | $150,298-93.3% | $137,256-92.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 25.00% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,513 | $4,636-67.4% | $4,154-63.6% | $4,156-63.6% |
| Participant deferral / active EE | $2,444 | $6,166-60.4% | $5,453-55.2% | $6,407-61.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |