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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 | $7,179 | $125,778-94.3% | $114,563-93.7% | $154,746-95.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.9%+16.0pp | 80.7%+8.2pp |
| Annual return | 25.36% | 295.14%-269.8pp | 241.09%-215.7pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,371 | $2,806-51.1% | $2,592-47.1% | $4,379-68.7% |
| Participant deferral / active EE | $1,477 | $4,445-66.8% | $4,142-64.4% | $6,730-78.1% |
| Admin fee / account holder | $218 | $8,190-97.3% | $7,623-97.1% | $14,365-98.5% |