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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 | $7,627 | $176,402-95.7% | $134,162-94.3% | $158,966-95.2% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 32.48% | 63.66%-31.2pp | 36.35%-3.9pp | 302.95%-270.5pp |
| Employer contribution / active EE | $890 | $5,042-82.3% | $3,705-76.0% | $4,762-81.3% |
| Participant deferral / active EE | $3,666 | $4,093-10.4% | $3,500+4.8% | $5,983-38.7% |
| Admin fee / account holder | $229 | $8,719-97.4% | $6,685-96.6% | $11,250-98.0% |