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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 | $10,416 | $209,336-95.0% | $197,124-94.7% | $137,256-92.4% |
| Participation rate | 81.0% | 87.3%-6.4pp | 86.7%-5.8pp | 80.0%+1.0pp |
| Annual return | 21.77% | 48.09%-26.3pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,456 | $9,614-64.1% | $9,135-62.2% | $6,407-46.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |