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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 | $8,562 | $107,941-92.1% | $91,994-90.7% | $152,897-94.4% |
| Participation rate | 84.2% | 81.2%+3.0pp | 78.6%+5.6pp | 82.5%+1.8pp |
| Annual return | 48.48% | 89.28%-40.8pp | 69.04%-20.6pp | 345.43%-297.0pp |
| Employer contribution / active EE | $2,322 | $4,212-44.9% | $3,453-32.8% | $4,764-51.3% |
| Participant deferral / active EE | $3,469 | $6,366-45.5% | $5,924-41.4% | $5,851-40.7% |
| Admin fee / account holder | $151 | $10,521-98.6% | $7,744-98.1% | $11,599-98.7% |