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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 | $13,964 | $211,946-93.4% | $169,452-91.8% | $135,380-89.7% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | 2850.06% | 3.26%+2846.8pp | 1.83%+2848.2pp | 519.81%+2330.3pp |
| Employer contribution / active EE | $832 | $5,117-83.7% | $4,157-80.0% | $4,779-82.6% |
| Participant deferral / active EE | $2,450 | $6,075-59.7% | $5,277-53.6% | $5,609-56.3% |
| Admin fee / account holder | $24 | $11,472-99.8% | $9,110-99.7% | $10,828-99.8% |