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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 | $7,198 | $185,312-96.1% | $161,489-95.5% | $154,746-95.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 30.38% | 103.84%-73.5pp | 89.72%-59.3pp | 172.34%-142.0pp |
| Employer contribution / active EE | $1,278 | $4,769-73.2% | $4,268-70.1% | $4,379-70.8% |
| Participant deferral / active EE | $3,234 | $6,350-49.1% | $5,630-42.6% | $6,730-51.9% |
| Admin fee / account holder | $32 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |