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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 | $7,720 | $156,927-95.1% | $121,169-93.6% | $139,456-94.5% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 21.15% | 1475.85%-1454.7pp | 986.71%-965.6pp | 373.45%-352.3pp |
| Employer contribution / active EE | $550 | $5,542-90.1% | $4,168-86.8% | $4,753-88.4% |
| Participant deferral / active EE | $2,407 | $4,848-50.3% | $4,083-41.0% | $6,711-64.1% |
| Admin fee / account holder | $26 | $6,946-99.6% | $5,645-99.5% | $11,407-99.8% |