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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 | $14,638 | $117,829-87.6% | $102,423-85.7% | $145,877-90.0% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 22.29% | 31.83%-9.5pp | 29.42%-7.1pp | 551.28%-529.0pp |
| Employer contribution / active EE | $1,802 | $3,615-50.2% | $3,023-40.4% | $4,663-61.4% |
| Participant deferral / active EE | $2,784 | $5,732-51.4% | $5,054-44.9% | $6,691-58.4% |
| Admin fee / account holder | $20 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |