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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 | $6,658 | $156,927-95.8% | $121,169-94.5% | $139,456-95.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 28.39% | 1475.85%-1447.5pp | 986.71%-958.3pp | 373.45%-345.1pp |
| Employer contribution / active EE | $619 | $5,542-88.8% | $4,168-85.2% | $4,753-87.0% |
| Participant deferral / active EE | $2,278 | $4,848-53.0% | $4,083-44.2% | $6,711-66.1% |
| Admin fee / account holder | $151 | $6,946-97.8% | $5,645-97.3% | $11,407-98.7% |