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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 | $8,000 | $90,486-91.2% | $78,676-89.8% | $273,972-97.1% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 14.24% | 75.62%-61.4pp | 62.19%-47.9pp | 41.46%-27.2pp |
| Employer contribution / active EE | $1,033 | $3,175-67.5% | $2,850-63.8% | $4,869-78.8% |
| Participant deferral / active EE | $2,582 | $3,901-33.8% | $3,517-26.6% | $5,287-51.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |