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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 | $7,555 | $111,830-93.2% | $93,696-91.9% | $145,884-94.8% |
| Participation rate | 94.7% | 74.2%+20.5pp | 68.7%+26.0pp | 80.3%+14.4pp |
| Annual return | 15.84% | 204.08%-188.2pp | 133.74%-117.9pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,280 | $3,093-58.6% | $2,422-47.1% | $4,662-72.5% |
| Participant deferral / active EE | $1,596 | $4,920-67.6% | $4,417-63.9% | $6,690-76.1% |
| Admin fee / account holder | $55 | $10,249-99.5% | $8,287-99.3% | $13,392-99.6% |