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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 | $8,524 | $63,346-86.5% | $92,239-90.8% | $70,124-87.8% |
| Participation rate | 70.6% | 68.7%+1.9pp | 76.5%-5.9pp | 69.5%+1.0pp |
| Annual return | 33.87% | 530.19%-496.3pp | 176.29%-142.4pp | 73.14%-39.3pp |
| Employer contribution / active EE | $1,816 | $2,471-26.5% | $3,680-50.7% | $2,342-22.5% |
| Participant deferral / active EE | $2,889 | $2,854+1.2% | $3,897-25.9% | $3,332-13.3% |
| Admin fee / account holder | $149 | $3,841-96.1% | $5,194-97.1% | $4,645-96.8% |