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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 | $10,900 | $107,363-89.8% | $92,909-88.3% | $152,897-92.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 31.92% | 145.63%-113.7pp | 109.44%-77.5pp | 345.43%-313.5pp |
| Employer contribution / active EE | $1,506 | $4,222-64.3% | $3,653-58.8% | $4,764-68.4% |
| Participant deferral / active EE | $4,168 | $4,848-14.0% | $4,238-1.7% | $5,851-28.8% |
| Admin fee / account holder | $153 | $7,082-97.8% | $5,795-97.4% | $11,599-98.7% |