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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 | $5,627 | $111,787-95.0% | $93,681-94.0% | $145,978-96.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 35.01% | 203.52%-168.5pp | 133.47%-98.5pp | 550.52%-515.5pp |
| Employer contribution / active EE | $1,593 | $3,093-48.5% | $2,422-34.2% | $4,662-65.8% |
| Participant deferral / active EE | $2,210 | $4,918-55.1% | $4,415-49.9% | $6,690-67.0% |
| Admin fee / account holder | $22 | $10,256-99.8% | $8,290-99.7% | $13,400-99.8% |