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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 | $27,265 | $156,616-82.6% | $133,346-79.6% | $198,609-86.3% |
| Participation rate | 87.5% | 77.7%+9.8pp | 72.8%+14.7pp | 82.4%+5.1pp |
| Annual return | 20.33% | 44.25%-23.9pp | 36.85%-16.5pp | 202.70%-182.4pp |
| Employer contribution / active EE | $2,016 | $3,368-40.1% | $2,853-29.4% | $5,055-60.1% |
| Participant deferral / active EE | $4,646 | $4,920-5.6% | $4,332+7.2% | $6,977-33.4% |
| Admin fee / account holder | $262 | $17,468-98.5% | $14,264-98.2% | $19,030-98.6% |