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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 | $8,541 | $102,663-91.7% | $86,216-90.1% | $139,466-93.9% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.0%+17.7pp | 80.3%+6.3pp |
| Annual return | 24.19% | 1924.52%-1900.3pp | 1169.42%-1145.2pp | 373.66%-349.5pp |
| Employer contribution / active EE | $1,144 | $3,035-62.3% | $2,382-52.0% | $4,754-75.9% |
| Participant deferral / active EE | $1,358 | $4,677-71.0% | $3,986-65.9% | $6,712-79.8% |
| Admin fee / account holder | $263 | $8,663-97.0% | $6,853-96.2% | $11,409-97.7% |