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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 | $172,111-95.8% | $150,298-95.2% | $137,256-94.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.38% | 69.37%-39.0pp | 62.79%-32.4pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,278 | $4,636-72.4% | $4,154-69.2% | $4,156-69.2% |
| Participant deferral / active EE | $3,234 | $6,166-47.5% | $5,453-40.7% | $6,407-49.5% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |