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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 | $9,037 | $165,361-94.5% | $149,715-94.0% | $158,950-94.3% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 47.21% | 348.24%-301.0pp | 276.66%-229.5pp | 302.91%-255.7pp |
| Employer contribution / active EE | $1,730 | $5,103-66.1% | $4,645-62.8% | $4,762-63.7% |
| Participant deferral / active EE | $2,677 | $7,182-62.7% | $6,842-60.9% | $5,983-55.2% |
| Admin fee / account holder | $21 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |