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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 | $11,126 | $111,785-90.0% | $93,669-88.1% | $145,877-92.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 21.02% | 203.79%-182.8pp | 133.59%-112.6pp | 551.28%-530.3pp |
| Employer contribution / active EE | $925 | $3,096-70.1% | $2,424-61.8% | $4,663-80.2% |
| Participant deferral / active EE | $2,288 | $4,919-53.5% | $4,416-48.2% | $6,691-65.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |