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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 | $7,279 | $157,296-95.4% | $141,191-94.8% | $152,897-95.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 39.05% | 64.34%-25.3pp | 71.41%-32.4pp | 345.43%-306.4pp |
| Employer contribution / active EE | $1,745 | $5,262-66.8% | $4,736-63.2% | $4,764-63.4% |
| Participant deferral / active EE | $2,643 | $7,111-62.8% | $6,710-60.6% | $5,851-54.8% |
| Admin fee / account holder | $21 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |