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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 | $19,133 | $124,346-84.6% | $111,308-82.8% | $167,536-88.6% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.3pp | 82.1%+9.6pp |
| Annual return | 19.11% | 37.45%-18.3pp | 54.67%-35.6pp | 478.82%-459.7pp |
| Employer contribution / active EE | $2,271 | $3,437-33.9% | $2,732-16.9% | $4,839-53.1% |
| Participant deferral / active EE | $4,095 | $5,182-21.0% | $4,487-8.7% | $6,342-35.4% |
| Admin fee / account holder | $7 | $10,621-99.9% | $7,965-99.9% | $12,315-99.9% |