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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 | $7,448 | $99,079-92.5% | $78,002-90.5% | $273,972-97.3% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 4.94% | 217.93%-213.0pp | 425.99%-421.0pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,585 | $3,308-52.1% | $2,470-35.8% | $4,869-67.4% |
| Participant deferral / active EE | $2,232 | $4,306-48.2% | $3,497-36.2% | $5,287-57.8% |
| Admin fee / account holder | $178 | $8,954-98.0% | $5,481-96.8% | $10,133-98.2% |