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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 | $7,531 | $96,524-92.2% | $75,900-90.1% | $152,909-95.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.3%+12.5pp | 82.5%-0.6pp |
| Annual return | 52.98% | 33.93%+19.0pp | 30.73%+22.2pp | 345.46%-292.5pp |
| Employer contribution / active EE | $1,839 | $3,311-44.5% | $2,501-26.5% | $4,764-61.4% |
| Participant deferral / active EE | $2,570 | $4,554-43.6% | $3,604-28.7% | $5,851-56.1% |
| Admin fee / account holder | $20 | $8,082-99.7% | $5,421-99.6% | $11,601-99.8% |