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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 | $17,425 | $64,324-72.9% | $118,914-85.3% | $79,856-78.2% |
| Participation rate | 92.6% | 64.9%+27.7pp | 75.4%+17.2pp | 69.6%+23.0pp |
| Annual return | 20.06% | 86.45%-66.4pp | 35.89%-15.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,927 | $1,836+59.4% | $3,264-10.3% | $2,471+18.4% |
| Participant deferral / active EE | $2,331 | $2,824-17.5% | $4,266-45.4% | $3,741-37.7% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,582-100.0% | $5,306-100.0% |