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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 | $7,023 | $77,816-91.0% | $123,552-94.3% | $64,173-89.1% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | 387.31% | 12.49%+374.8pp | 119.20%+268.1pp | 7.63%+379.7pp |
| Employer contribution / active EE | $2,054 | $3,014-31.9% | $4,628-55.6% | $2,381-13.7% |
| Participant deferral / active EE | $2,313 | $5,240-55.9% | $6,426-64.0% | $3,470-33.3% |
| Admin fee / account holder | $213 | $5,519-96.1% | $9,285-97.7% | $4,887-95.6% |