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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 | $3,410 | $127,273-97.3% | $109,895-96.9% | $167,518-98.0% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.2%+2.7pp | 82.1%-5.2pp |
| Annual return | 18.88% | 22.97%-4.1pp | 29.46%-10.6pp | 478.71%-459.8pp |
| Employer contribution / active EE | $1,244 | $3,324-62.6% | $2,843-56.3% | $4,838-74.3% |
| Participant deferral / active EE | $993 | $4,515-78.0% | $4,049-75.5% | $6,342-84.3% |
| Admin fee / account holder | $77 | $7,117-98.9% | $6,067-98.7% | $12,312-99.4% |