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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 | $6,543 | $135,956-95.2% | $123,894-94.7% | $273,972-97.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 1700.85% | 56.63%+1644.2pp | 47.52%+1653.3pp | 41.46%+1659.4pp |
| Employer contribution / active EE | $1,939 | $5,170-62.5% | $4,617-58.0% | $4,869-60.2% |
| Participant deferral / active EE | $3,150 | $6,343-50.3% | $5,984-47.4% | $5,287-40.4% |
| Admin fee / account holder | $223 | $9,817-97.7% | $8,357-97.3% | $10,133-97.8% |