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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 | $174,379-95.9% | $152,093-95.3% | $138,895-94.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 30.38% | 74.86%-44.5pp | 66.36%-36.0pp | 145.39%-115.0pp |
| Employer contribution / active EE | $1,278 | $4,652-72.5% | $4,175-69.4% | $4,194-69.5% |
| Participant deferral / active EE | $3,234 | $6,159-47.5% | $5,451-40.7% | $6,396-49.4% |
| Admin fee / account holder | $32 | $16,880-99.8% | $14,497-99.8% | $12,562-99.7% |