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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 | $10,489 | $118,695-91.2% | $98,916-89.4% | $158,950-93.4% |
| Participation rate | 81.0% | 77.8%+3.1pp | 76.0%+4.9pp | 82.0%-1.0pp |
| Annual return | 38.18% | 372.39%-334.2pp | 196.45%-158.3pp | 302.91%-264.7pp |
| Employer contribution / active EE | $1,947 | $3,333-41.6% | $2,689-27.6% | $4,762-59.1% |
| Participant deferral / active EE | $2,768 | $5,088-45.6% | $4,245-34.8% | $5,983-53.7% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |