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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 | $15,575 | $152,619-89.8% | $125,195-87.6% | $152,909-89.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 37.46% | 54.85%-17.4pp | 43.79%-6.3pp | 345.46%-308.0pp |
| Employer contribution / active EE | $3,346 | $4,947-32.4% | $3,866-13.5% | $4,764-29.8% |
| Participant deferral / active EE | $4,906 | $5,869-16.4% | $4,937-0.6% | $5,851-16.2% |
| Admin fee / account holder | $41 | $13,437-99.7% | $9,704-99.6% | $11,601-99.7% |