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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 | $4,855 | $58,627-91.7% | $76,735-93.7% | $82,448-94.1% |
| Participation rate | 77.8% | 63.2%+14.6pp | 69.5%+8.3pp | 68.1%+9.7pp |
| Annual return | 7727.84% | 39.10%+7688.7pp | 29.77%+7698.1pp | 41.64%+7686.2pp |
| Employer contribution / active EE | $2,151 | $1,729+24.4% | $2,454-12.4% | $2,551-15.7% |
| Participant deferral / active EE | $3,406 | $3,134+8.7% | $4,088-16.7% | $4,139-17.7% |
| Admin fee / account holder | $268 | $5,323-95.0% | $7,189-96.3% | $7,234-96.3% |