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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 | $12,382 | $63,346-80.5% | $92,240-86.6% | $70,126-82.3% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 12.72% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,636 | $2,471-33.8% | $3,680-55.5% | $2,343-30.2% |
| Participant deferral / active EE | $1,855 | $2,854-35.0% | $3,897-52.4% | $3,332-44.3% |
| Admin fee / account holder | $1 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |