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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 | $89,259-95.7% | $107,187-96.4% | $82,637-95.3% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 126.88% | 21.02%+105.9pp | 204.55%-77.7pp | 53.51%+73.4pp |
| Employer contribution / active EE | $2,036 | $3,080-33.9% | $3,782-46.2% | $2,552-20.2% |
| Participant deferral / active EE | $2,546 | $4,037-36.9% | $5,096-50.0% | $4,126-38.3% |
| Admin fee / account holder | $73 | $7,381-99.0% | $9,162-99.2% | $7,339-99.0% |