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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 | $8,456 | $154,193-94.5% | $130,045-93.5% | $139,466-93.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 16.60% | 32.51%-15.9pp | -137.30%+153.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,718 | $5,292-67.5% | $4,321-60.2% | $4,754-63.9% |
| Participant deferral / active EE | $2,028 | $6,709-69.8% | $5,820-65.1% | $6,712-69.8% |
| Admin fee / account holder | $129 | $13,989-99.1% | $10,600-98.8% | $11,409-98.9% |