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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 | $7,076 | $198,457-96.4% | $170,435-95.8% | $147,586-95.2% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 19.44% | 257.30%-237.9pp | 205.94%-186.5pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,691 | $6,183-72.7% | $5,432-68.9% | $4,876-65.3% |
| Participant deferral / active EE | $2,118 | $5,629-62.4% | $4,939-57.1% | $5,439-61.1% |
| Admin fee / account holder | $81 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |