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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 | $111,787-93.0% | $93,681-91.7% | $145,978-94.7% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 15.48% | 203.52%-188.0pp | 133.47%-118.0pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,139 | $3,093-63.2% | $2,422-53.0% | $4,662-75.6% |
| Participant deferral / active EE | $2,210 | $4,918-55.1% | $4,415-49.9% | $6,690-67.0% |
| Admin fee / account holder | $103 | $10,256-99.0% | $8,290-98.8% | $13,400-99.2% |