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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 | $7,257 | $108,285-93.3% | $77,552-90.6% | $158,982-95.4% |
| Participation rate | 94.7% | 64.4%+30.3pp | 54.2%+40.5pp | 82.0%+12.8pp |
| Annual return | 44.24% | 31.69%+12.6pp | 54.82%-10.6pp | 302.99%-258.7pp |
| Employer contribution / active EE | $1,097 | $1,325-17.2% | $987+11.2% | $4,763-77.0% |
| Participant deferral / active EE | $2,791 | $2,455+13.7% | $1,861+50.0% | $5,983-53.4% |
| Admin fee / account holder | $235 | $3,709-93.7% | $2,859-91.8% | $11,252-97.9% |