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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 | $4,025 | $108,882-96.3% | $96,754-95.8% | $154,746-97.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 23.09% | 98.39%-75.3pp | 82.04%-59.0pp | 172.34%-149.3pp |
| Employer contribution / active EE | $344 | $3,018-88.6% | $2,679-87.2% | $4,379-92.1% |
| Participant deferral / active EE | $1,296 | $5,323-75.6% | $4,758-72.8% | $6,730-80.7% |
| Admin fee / account holder | $87 | $10,200-99.1% | $8,905-99.0% | $14,365-99.4% |