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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 | $23,031 | $98,766-76.7% | $149,730-84.6% | $79,852-71.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 23.94% | 27.43%-3.5pp | 276.70%-252.8pp | 31.72%-7.8pp |
| Employer contribution / active EE | $2,407 | $3,217-25.2% | $4,645-48.2% | $2,471-2.6% |
| Participant deferral / active EE | $4,515 | $5,681-20.5% | $6,843-34.0% | $3,740+20.7% |
| Admin fee / account holder | $188 | $6,052-96.9% | $9,310-98.0% | $5,306-96.5% |