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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 | $16,489 | $162,821-89.9% | $133,978-87.7% | $158,982-89.6% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 13.04% | 41.95%-28.9pp | 45.10%-32.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,485 | $4,976-50.1% | $3,919-36.6% | $4,763-47.8% |
| Participant deferral / active EE | $2,358 | $5,910-60.1% | $5,047-53.3% | $5,983-60.6% |
| Admin fee / account holder | $42 | $11,742-99.6% | $8,930-99.5% | $11,252-99.6% |