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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 | $12,738 | $101,063-87.4% | $81,473-84.4% | $147,586-91.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 31.63% | 32.41%-0.8pp | 38.78%-7.2pp | 578.59%-547.0pp |
| Employer contribution / active EE | $1,220 | $3,206-61.9% | $2,568-52.5% | $4,876-75.0% |
| Participant deferral / active EE | $3,189 | $4,242-24.8% | $3,537-9.8% | $5,439-41.4% |
| Admin fee / account holder | $243 | $5,812-95.8% | $4,561-94.7% | $10,886-97.8% |