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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 | $5,975 | $110,410-94.6% | $102,437-94.2% | $145,897-95.9% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 11.40% | 24.85%-13.5pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,793 | $4,217-57.5% | $3,871-53.7% | $4,663-61.5% |
| Participant deferral / active EE | $3,828 | $5,622-31.9% | $5,060-24.4% | $6,689-42.8% |
| Admin fee / account holder | $247 | $9,745-97.5% | $8,388-97.1% | $13,390-98.2% |