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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 | $21,344 | $124,346-82.8% | $111,308-80.8% | $167,536-87.3% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.7pp |
| Annual return | 17.53% | 37.45%-19.9pp | 54.67%-37.1pp | 478.82%-461.3pp |
| Employer contribution / active EE | $5,010 | $3,437+45.8% | $2,732+83.4% | $4,839+3.5% |
| Participant deferral / active EE | $2,953 | $5,182-43.0% | $4,487-34.2% | $6,342-53.4% |
| Admin fee / account holder | $174 | $10,621-98.4% | $7,965-97.8% | $12,315-98.6% |