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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 | $6,939 | $183,627-96.2% | $155,602-95.5% | $145,978-95.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 44.12% | 61.32%-17.2pp | 64.81%-20.7pp | 550.52%-506.4pp |
| Employer contribution / active EE | $1,149 | $5,316-78.4% | $4,675-75.4% | $4,662-75.3% |
| Participant deferral / active EE | $3,732 | $6,466-42.3% | $5,629-33.7% | $6,690-44.2% |
| Admin fee / account holder | $19 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |