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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 | $7,772 | $111,785-93.0% | $93,669-91.7% | $145,877-94.7% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 15.48% | 203.79%-188.3pp | 133.59%-118.1pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,139 | $3,096-63.2% | $2,424-53.0% | $4,663-75.6% |
| Participant deferral / active EE | $2,210 | $4,919-55.1% | $4,416-49.9% | $6,691-67.0% |
| Admin fee / account holder | $103 | $10,256-99.0% | $8,291-98.8% | $13,402-99.2% |