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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 | $6,869 | $111,878-93.9% | $93,727-92.7% | $145,897-95.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 16.23% | 204.28%-188.0pp | 133.83%-117.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,504 | $3,092-51.4% | $2,421-37.9% | $4,663-67.7% |
| Participant deferral / active EE | $1,647 | $4,920-66.5% | $4,417-62.7% | $6,689-75.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |