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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 | $17,200 | $99,652-82.7% | $78,778-78.2% | $147,586-88.3% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 19.31% | 47.28%-28.0pp | 35.62%-16.3pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,900 | $2,796-32.0% | $1,986-4.3% | $4,876-61.0% |
| Participant deferral / active EE | $4,885 | $3,664+33.3% | $2,958+65.1% | $5,439-10.2% |
| Admin fee / account holder | $114 | $7,155-98.4% | $5,134-97.8% | $10,886-99.0% |