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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 | $18,882 | $64,324-70.6% | $118,946-84.1% | $79,858-76.4% |
| Participation rate | 92.3% | 64.9%+27.5pp | 75.4%+16.9pp | 69.6%+22.7pp |
| Annual return | 38.54% | 86.45%-47.9pp | 35.89%+2.6pp | 31.72%+6.8pp |
| Employer contribution / active EE | $6,851 | $1,836+273.1% | $3,263+109.9% | $2,471+177.3% |
| Participant deferral / active EE | $1,642 | $2,824-41.8% | $4,266-61.5% | $3,740-56.1% |
| Admin fee / account holder | $173 | $4,040-95.7% | $6,581-97.4% | $5,306-96.7% |