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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 | $8,611 | $85,171-89.9% | $172,753-95.0% | $72,976-88.2% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 28.36% | 27.32%+1.0pp | 803.00%-774.6pp | 81.02%-52.7pp |
| Employer contribution / active EE | $1,507 | $3,324-54.7% | $5,144-70.7% | $2,440-38.2% |
| Participant deferral / active EE | $3,721 | $3,260+14.1% | $5,198-28.4% | $3,608+3.1% |
| Admin fee / account holder | $120 | $5,880-98.0% | $13,956-99.1% | $5,124-97.7% |