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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 | $6,397 | $106,918-94.0% | $84,021-92.4% | $152,897-95.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 33.72% | 105.01%-71.3pp | 71.32%-37.6pp | 345.43%-311.7pp |
| Employer contribution / active EE | $1,511 | $2,735-44.8% | $1,984-23.8% | $4,764-68.3% |
| Participant deferral / active EE | $1,945 | $4,012-51.5% | $3,239-39.9% | $5,851-66.8% |
| Admin fee / account holder | $19 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |