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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 | $12,521 | $107,363-88.3% | $92,909-86.5% | $152,897-91.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 37.66% | 145.63%-108.0pp | 109.44%-71.8pp | 345.43%-307.8pp |
| Employer contribution / active EE | $1,699 | $4,222-59.8% | $3,653-53.5% | $4,764-64.3% |
| Participant deferral / active EE | $2,779 | $4,848-42.7% | $4,238-34.4% | $5,851-52.5% |
| Admin fee / account holder | $38 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |