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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 | $9,038 | $106,247-91.5% | $96,515-90.6% | $139,466-93.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 27.40% | 38.47%-11.1pp | 35.73%-8.3pp | 373.66%-346.3pp |
| Employer contribution / active EE | $1,622 | $4,106-60.5% | $3,740-56.6% | $4,754-65.9% |
| Participant deferral / active EE | $2,070 | $5,456-62.0% | $4,880-57.6% | $6,712-69.2% |
| Admin fee / account holder | $47 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |