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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 | $7,200 | $178,174-96.0% | $156,181-95.4% | $137,256-94.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.49% | 84.19%-61.7pp | 64.87%-42.4pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,332 | $4,972-73.2% | $4,294-69.0% | $4,156-68.0% |
| Participant deferral / active EE | $2,088 | $6,888-69.7% | $6,132-66.0% | $6,407-67.4% |
| Admin fee / account holder | $91 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |