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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 | $8,539 | $91,559-90.7% | $133,978-93.6% | $79,856-89.3% |
| Participation rate | 73.0% | 73.3%-0.4pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | 66.30% | 61.85%+4.5pp | 45.10%+21.2pp | 31.71%+34.6pp |
| Employer contribution / active EE | $1,427 | $2,384-40.1% | $3,919-63.6% | $2,471-42.2% |
| Participant deferral / active EE | $2,046 | $3,734-45.2% | $5,047-59.5% | $3,741-45.3% |
| Admin fee / account holder | $186 | $6,321-97.1% | $8,930-97.9% | $5,306-96.5% |