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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 | $7,919 | $85,766-90.8% | $136,298-94.2% | $70,126-88.7% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 36.13% | 31.46%+4.7pp | 5156.27%-5120.1pp | 73.15%-37.0pp |
| Employer contribution / active EE | $926 | $2,966-68.8% | $4,696-80.3% | $2,343-60.5% |
| Participant deferral / active EE | $4,922 | $5,051-2.6% | $6,247-21.2% | $3,332+47.7% |
| Admin fee / account holder | $88 | $5,421-98.4% | $9,244-99.0% | $4,645-98.1% |