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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 | $11,729 | $106,918-89.0% | $84,021-86.0% | $152,897-92.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 21.54% | 105.01%-83.5pp | 71.32%-49.8pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,024 | $2,735-62.6% | $1,984-48.4% | $4,764-78.5% |
| Participant deferral / active EE | $2,682 | $4,012-33.2% | $3,239-17.2% | $5,851-54.2% |
| Admin fee / account holder | $174 | $8,288-97.9% | $6,102-97.2% | $11,599-98.5% |