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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 | $4,834 | $124,330-96.1% | $109,173-95.6% | $167,536-97.1% |
| Participation rate | 86.4% | 79.5%+6.9pp | 75.9%+10.5pp | 82.1%+4.3pp |
| Annual return | 57.01% | 26.04%+31.0pp | 25.75%+31.3pp | 478.82%-421.8pp |
| Employer contribution / active EE | $1,772 | $4,209-57.9% | $3,723-52.4% | $4,839-63.4% |
| Participant deferral / active EE | $2,400 | $5,256-54.3% | $4,654-48.4% | $6,342-62.2% |
| Admin fee / account holder | $238 | $7,974-97.0% | $6,755-96.5% | $12,315-98.1% |