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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 | $8,932 | $46,599-80.8% | $64,101-86.1% | $75,173-88.1% |
| Participation rate | 88.9% | 65.9%+23.0pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 17.80% | 26.06%-8.3pp | 33.72%-15.9pp | 160.72%-142.9pp |
| Employer contribution / active EE | $4,435 | $1,975+124.5% | $2,749+61.3% | $2,671+66.0% |
| Participant deferral / active EE | $4,080 | $2,837+43.8% | $3,881+5.1% | $4,126-1.1% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |