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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 | $8,723 | $102,663-91.5% | $86,216-89.9% | $139,466-93.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 19.42% | 1924.52%-1905.1pp | 1169.42%-1150.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,187 | $3,035-27.9% | $2,382-8.2% | $4,754-54.0% |
| Participant deferral / active EE | $4,859 | $4,677+3.9% | $3,986+21.9% | $6,712-27.6% |
| Admin fee / account holder | $40 | $8,663-99.5% | $6,853-99.4% | $11,409-99.6% |