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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 | $8,845 | $104,709-91.6% | $85,705-89.7% | $167,553-94.7% |
| Participation rate | 95.7% | 76.4%+19.3pp | 69.9%+25.8pp | 82.1%+13.5pp |
| Annual return | 10.74% | 21.45%-10.7pp | 21.49%-10.8pp | 478.89%-468.2pp |
| Employer contribution / active EE | $1,029 | $3,338-69.2% | $2,619-60.7% | $4,840-78.7% |
| Participant deferral / active EE | $2,098 | $4,827-56.5% | $3,924-46.5% | $6,343-66.9% |
| Admin fee / account holder | $273 | $10,036-97.3% | $6,877-96.0% | $12,316-97.8% |