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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 | $11,144 | $125,190-91.1% | $105,624-89.4% | $145,897-92.4% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 23.24% | 225.22%-202.0pp | 116.20%-93.0pp | 552.29%-529.0pp |
| Employer contribution / active EE | $1,178 | $3,720-68.3% | $3,168-62.8% | $4,663-74.7% |
| Participant deferral / active EE | $1,601 | $5,716-72.0% | $5,013-68.1% | $6,689-76.1% |
| Admin fee / account holder | $235 | $17,138-98.6% | $10,961-97.9% | $13,390-98.2% |