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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 | $5,929 | $127,273-95.3% | $109,895-94.6% | $167,518-96.5% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.2%+21.2pp | 82.1%+13.3pp |
| Annual return | 21.09% | 22.97%-1.9pp | 29.46%-8.4pp | 478.71%-457.6pp |
| Employer contribution / active EE | $585 | $3,324-82.4% | $2,843-79.4% | $4,838-87.9% |
| Participant deferral / active EE | $2,392 | $4,515-47.0% | $4,049-40.9% | $6,342-62.3% |
| Admin fee / account holder | $82 | $7,117-98.8% | $6,067-98.6% | $12,312-99.3% |