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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 | $16,588 | $162,821-89.8% | $133,978-87.6% | $158,982-89.6% |
| Participation rate | 77.8% | 83.2%-5.5pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 19.28% | 41.95%-22.7pp | 45.10%-25.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,729 | $4,976-65.3% | $3,919-55.9% | $4,763-63.7% |
| Participant deferral / active EE | $1,964 | $5,910-66.8% | $5,047-61.1% | $5,983-67.2% |
| Admin fee / account holder | $18 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |