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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 | $9,789 | $117,846-91.7% | $102,434-90.4% | $145,884-93.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 21.49% | 31.90%-10.4pp | 29.46%-8.0pp | 551.85%-530.4pp |
| Employer contribution / active EE | $1,936 | $3,615-46.4% | $3,023-36.0% | $4,662-58.5% |
| Participant deferral / active EE | $3,322 | $5,733-42.1% | $5,055-34.3% | $6,690-50.3% |
| Admin fee / account holder | $58 | $13,356-99.6% | $9,462-99.4% | $13,392-99.6% |