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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 | $17,136 | $176,688-90.3% | $130,660-86.9% | $152,897-88.8% |
| Participation rate | 88.2% | 79.0%+9.3pp | 71.7%+16.5pp | 82.5%+5.8pp |
| Annual return | 25.31% | 2693.08%-2667.8pp | 1709.29%-1684.0pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,002 | $5,743-82.5% | $4,092-75.5% | $4,764-79.0% |
| Participant deferral / active EE | $3,151 | $4,362-27.8% | $3,603-12.6% | $5,851-46.2% |
| Admin fee / account holder | $143 | $7,131-98.0% | $5,463-97.4% | $11,599-98.8% |