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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 | $16,820 | $157,296-89.3% | $141,191-88.1% | $152,897-89.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 25.57% | 64.34%-38.8pp | 71.41%-45.8pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,615 | $5,262-69.3% | $4,736-65.9% | $4,764-66.1% |
| Participant deferral / active EE | $3,329 | $7,111-53.2% | $6,710-50.4% | $5,851-43.1% |
| Admin fee / account holder | $222 | $12,125-98.2% | $10,264-97.8% | $11,599-98.1% |