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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 | $17,743 | $78,694-77.5% | $67,652-73.8% | $125,389-85.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | 11.33% | 9.46%+1.9pp | 6625.40%-6614.1pp | 282.24%-270.9pp |
| Employer contribution / active EE | $2,084 | $3,044-31.5% | $2,266-8.0% | $4,866-57.2% |
| Participant deferral / active EE | $3,489 | $4,292-18.7% | $3,560-2.0% | $5,352-34.8% |
| Admin fee / account holder | $33 | $7,403-99.6% | $4,821-99.3% | $9,541-99.7% |