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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 | $12,959 | $98,776-86.9% | $149,745-91.3% | $79,856-83.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 54.05% | 27.38%+26.7pp | 276.72%-222.7pp | 31.71%+22.3pp |
| Employer contribution / active EE | $1,936 | $3,217-39.8% | $4,646-58.3% | $2,471-21.7% |
| Participant deferral / active EE | $7,026 | $5,681+23.7% | $6,843+2.7% | $3,741+87.8% |
| Admin fee / account holder | $227 | $6,053-96.3% | $9,312-97.6% | $5,306-95.7% |