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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 | $7,962 | $117,433-93.2% | $99,475-92.0% | $152,897-94.8% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.5%+5.0pp |
| Annual return | 42.21% | 31.87%+10.3pp | 30.72%+11.5pp | 345.43%-303.2pp |
| Employer contribution / active EE | $1,858 | $3,013-38.3% | $2,540-26.8% | $4,764-61.0% |
| Participant deferral / active EE | $3,486 | $4,086-14.7% | $3,619-3.7% | $5,851-40.4% |
| Admin fee / account holder | $44 | $7,634-99.4% | $6,252-99.3% | $11,599-99.6% |