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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 | $30,775 | $100,041-69.2% | $149,718-79.4% | $70,131-56.1% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.1%-13.0pp | 69.5%+4.5pp |
| Annual return | 23.80% | 27.43%-3.6pp | 1501.67%-1477.9pp | 73.14%-49.3pp |
| Employer contribution / active EE | $3,231 | $3,662-11.8% | $5,445-40.7% | $2,342+37.9% |
| Participant deferral / active EE | $4,891 | $4,983-1.8% | $6,569-25.5% | $3,332+46.8% |
| Admin fee / account holder | $173 | $8,286-97.9% | $11,283-98.5% | $4,645-96.3% |