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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 | $8,664 | $96,956-91.1% | $69,779-87.6% | $273,972-96.8% |
| Participation rate | 76.5% | 77.1%-0.6pp | 71.8%+4.6pp | 83.0%-6.5pp |
| Annual return | 118.36% | 12.93%+105.4pp | 12.99%+105.4pp | 41.46%+76.9pp |
| Employer contribution / active EE | $1,822 | $3,316-45.1% | $2,338-22.1% | $4,869-62.6% |
| Participant deferral / active EE | $2,122 | $3,744-43.3% | $2,931-27.6% | $5,287-59.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |