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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 | $17,290 | $168,635-89.7% | $147,617-88.3% | $125,389-86.2% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.05% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $3,445 | $6,252-44.9% | $5,564-38.1% | $4,866-29.2% |
| Participant deferral / active EE | $5,021 | $5,507-8.8% | $4,895+2.6% | $5,352-6.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |