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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 | $17,565 | $91,536-80.8% | $130,062-86.5% | $75,177-76.6% |
| Participation rate | 88.0% | 71.5%+16.5pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 38.81% | -631.62%+670.4pp | -137.37%+176.2pp | 160.75%-121.9pp |
| Employer contribution / active EE | $2,775 | $2,845-2.4% | $4,322-35.8% | $2,671+3.9% |
| Participant deferral / active EE | $5,626 | $4,343+29.5% | $5,821-3.3% | $4,126+36.3% |
| Admin fee / account holder | $16 | $6,780-99.8% | $10,601-99.8% | $5,651-99.7% |