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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 | $4,097 | $110,379-96.3% | $102,412-96.0% | $145,884-97.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.95% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $996 | $4,216-76.4% | $3,870-74.3% | $4,662-78.6% |
| Participant deferral / active EE | $1,569 | $5,622-72.1% | $5,060-69.0% | $6,690-76.5% |
| Admin fee / account holder | $243 | $9,745-97.5% | $8,388-97.1% | $13,392-98.2% |