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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 | $5,243 | $108,882-95.2% | $96,754-94.6% | $154,746-96.6% |
| Participation rate | 81.3% | 75.1%+6.2pp | 70.3%+11.0pp | 80.7%+0.5pp |
| Annual return | 20.91% | 98.39%-77.5pp | 82.04%-61.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,620 | $3,018-46.3% | $2,679-39.5% | $4,379-63.0% |
| Participant deferral / active EE | $2,484 | $5,323-53.3% | $4,758-47.8% | $6,730-63.1% |
| Admin fee / account holder | $288 | $10,200-97.2% | $8,905-96.8% | $14,365-98.0% |