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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 | $6,528 | $104,937-93.8% | $84,628-92.3% | $152,897-95.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 48.67% | 373.88%-325.2pp | 258.80%-210.1pp | 345.43%-296.8pp |
| Employer contribution / active EE | $1,114 | $3,303-66.3% | $2,653-58.0% | $4,764-76.6% |
| Participant deferral / active EE | $5,092 | $4,690+8.6% | $3,900+30.6% | $5,851-13.0% |
| Admin fee / account holder | $123 | $6,243-98.0% | $4,914-97.5% | $11,599-98.9% |