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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 | $8,850 | $85,171-89.6% | $172,752-94.9% | $72,975-87.9% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 24.31% | 27.32%-3.0pp | 802.97%-778.7pp | 81.01%-56.7pp |
| Employer contribution / active EE | $1,024 | $3,324-69.2% | $5,144-80.1% | $2,440-58.0% |
| Participant deferral / active EE | $2,426 | $3,260-25.6% | $5,198-53.3% | $3,608-32.8% |
| Admin fee / account holder | $285 | $5,880-95.1% | $13,955-98.0% | $5,124-94.4% |