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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 | $3,857 | $88,672-95.7% | $105,223-96.3% | $82,448-95.3% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 126.88% | 30.86%+96.0pp | 180.65%-53.8pp | 41.64%+85.2pp |
| Employer contribution / active EE | $2,036 | $3,048-33.2% | $3,689-44.8% | $2,551-20.2% |
| Participant deferral / active EE | $2,546 | $4,036-36.9% | $5,072-49.8% | $4,139-38.5% |
| Admin fee / account holder | $73 | $7,146-99.0% | $8,859-99.2% | $7,234-99.0% |