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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 | $19,441 | $162,785-88.1% | $133,959-85.5% | $158,950-87.8% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 36.52% | 41.94%-5.4pp | 45.09%-8.6pp | 302.91%-266.4pp |
| Employer contribution / active EE | $1,814 | $4,975-63.5% | $3,919-53.7% | $4,762-61.9% |
| Participant deferral / active EE | $2,900 | $5,910-50.9% | $5,047-42.5% | $5,983-51.5% |
| Admin fee / account holder | $60 | $11,738-99.5% | $8,928-99.3% | $11,248-99.5% |