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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 | $9,086 | $100,938-91.0% | $90,461-90.0% | $158,982-94.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 22.79% | 1727.20%-1704.4pp | 1294.76%-1272.0pp | 302.99%-280.2pp |
| Employer contribution / active EE | $566 | $3,691-84.7% | $3,264-82.7% | $4,763-88.1% |
| Participant deferral / active EE | $1,512 | $4,350-65.2% | $3,964-61.9% | $5,983-74.7% |
| Admin fee / account holder | $257 | $6,510-96.1% | $5,617-95.4% | $11,252-97.7% |