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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 | $9,473 | $124,330-92.4% | $109,173-91.3% | $167,536-94.3% |
| Participation rate | 94.7% | 79.5%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 14.14% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $2,012 | $4,209-52.2% | $3,723-46.0% | $4,839-58.4% |
| Participant deferral / active EE | $4,064 | $5,256-22.7% | $4,654-12.7% | $6,342-35.9% |
| Admin fee / account holder | $84 | $7,974-98.9% | $6,755-98.8% | $12,315-99.3% |