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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 | $9,008 | $174,379-94.8% | $152,093-94.1% | $138,895-93.5% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 23.99% | 74.86%-50.9pp | 66.36%-42.4pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,761 | $4,652-62.2% | $4,175-57.8% | $4,194-58.0% |
| Participant deferral / active EE | $3,491 | $6,159-43.3% | $5,451-36.0% | $6,396-45.4% |
| Admin fee / account holder | $65 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |