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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 | $5,959 | $96,678-93.8% | $86,640-93.1% | $139,466-95.7% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 27.24% | 106.69%-79.5pp | 592.52%-565.3pp | 373.66%-346.4pp |
| Employer contribution / active EE | $1,894 | $3,265-42.0% | $3,024-37.4% | $4,754-60.2% |
| Participant deferral / active EE | $1,907 | $4,837-60.6% | $4,438-57.0% | $6,712-71.6% |
| Admin fee / account holder | $223 | $6,410-96.5% | $5,616-96.0% | $11,409-98.0% |