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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 | $4,437 | $97,125-95.4% | $86,233-94.9% | $137,256-96.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 16.39% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,104 | $2,841-61.2% | $2,504-55.9% | $4,156-73.4% |
| Participant deferral / active EE | $3,442 | $5,180-33.6% | $4,559-24.5% | $6,407-46.3% |
| Admin fee / account holder | $137 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |