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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 | $4,983 | $99,995-95.0% | $85,063-94.1% | $145,978-96.6% |
| Participation rate | 79.2% | 74.1%+5.1pp | 67.5%+11.7pp | 80.3%-1.1pp |
| Annual return | 19.58% | 83.99%-64.4pp | 66.54%-47.0pp | 550.52%-530.9pp |
| Employer contribution / active EE | $868 | $3,231-73.1% | $2,727-68.2% | $4,662-81.4% |
| Participant deferral / active EE | $2,062 | $5,295-61.1% | $4,523-54.4% | $6,690-69.2% |
| Admin fee / account holder | $292 | $7,255-96.0% | $6,155-95.3% | $13,400-97.8% |