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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 | $19,983 | $89,367-77.6% | $141,191-85.8% | $72,975-72.6% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 34.97% | 111.87%-76.9pp | 71.41%-36.4pp | 81.01%-46.0pp |
| Employer contribution / active EE | $2,493 | $3,115-20.0% | $4,736-47.4% | $2,440+2.2% |
| Participant deferral / active EE | $5,636 | $5,419+4.0% | $6,710-16.0% | $3,608+56.2% |
| Admin fee / account holder | $220 | $5,957-96.3% | $10,264-97.9% | $5,124-95.7% |