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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 | $9,659 | $132,634-92.7% | $115,768-91.7% | $137,256-93.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.4%+17.9pp | 80.0%+12.3pp |
| Annual return | 22.00% | 160.70%-138.7pp | 100.46%-78.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,303 | $3,360-61.2% | $2,940-55.7% | $4,156-68.6% |
| Participant deferral / active EE | $2,044 | $5,619-63.6% | $4,917-58.4% | $6,407-68.1% |
| Admin fee / account holder | $77 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |