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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 | $5,291 | $96,678-94.5% | $86,640-93.9% | $139,466-96.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 27.78% | 106.69%-78.9pp | 592.52%-564.7pp | 373.66%-345.9pp |
| Employer contribution / active EE | $570 | $3,265-82.5% | $3,024-81.1% | $4,754-88.0% |
| Participant deferral / active EE | $1,575 | $4,837-67.4% | $4,438-64.5% | $6,712-76.5% |
| Admin fee / account holder | $232 | $6,410-96.4% | $5,616-95.9% | $11,409-98.0% |