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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 | $5,067 | $100,139-94.9% | $85,187-94.1% | $145,884-96.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 18.05% | 84.15%-66.1pp | 66.67%-48.6pp | 551.85%-533.8pp |
| Employer contribution / active EE | $986 | $3,238-69.6% | $2,732-63.9% | $4,662-78.9% |
| Participant deferral / active EE | $1,539 | $5,296-70.9% | $4,525-66.0% | $6,690-77.0% |
| Admin fee / account holder | $73 | $7,262-99.0% | $6,162-98.8% | $13,392-99.5% |