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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 | $9,009 | $112,892-92.0% | $90,956-90.1% | $158,931-94.3% |
| Participation rate | 85.0% | 74.7%+10.3pp | 69.0%+16.0pp | 82.0%+3.0pp |
| Annual return | 28.53% | 215.80%-187.3pp | 134.60%-106.1pp | 302.86%-274.3pp |
| Employer contribution / active EE | $1,070 | $2,893-63.0% | $2,122-49.6% | $4,761-77.5% |
| Participant deferral / active EE | $3,135 | $4,127-24.0% | $3,373-7.1% | $5,982-47.6% |
| Admin fee / account holder | $245 | $8,042-97.0% | $5,959-95.9% | $11,247-97.8% |