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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 | $10,677 | $105,960-89.9% | $81,726-86.9% | $158,982-93.3% |
| Participation rate | 76.5% | 75.6%+0.9pp | 72.0%+4.5pp | 82.0%-5.5pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $768 | $7,805-90.2% | $4,311-82.2% | $4,763-83.9% |
| Participant deferral / active EE | $2,337 | $13,011-82.0% | $7,108-67.1% | $5,983-60.9% |
| Admin fee / account holder | $36 | $8,494-99.6% | $5,160-99.3% | $11,252-99.7% |