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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 | $8,866 | $160,070-94.5% | $147,117-94.0% | $145,897-93.9% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 17.10% | 98.69%-81.6pp | 420.54%-403.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,064 | $5,285-79.9% | $4,932-78.4% | $4,663-77.2% |
| Participant deferral / active EE | $3,099 | $8,419-63.2% | $8,065-61.6% | $6,689-53.7% |
| Admin fee / account holder | $106 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |