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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 | $7,403 | $107,941-93.1% | $91,994-92.0% | $152,909-95.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 22.60% | 89.28%-66.7pp | 69.04%-46.4pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,368 | $4,212-67.5% | $3,453-60.4% | $4,764-71.3% |
| Participant deferral / active EE | $1,907 | $6,366-70.0% | $5,924-67.8% | $5,851-67.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |