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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 | $21,510 | $162,821-86.8% | $133,978-83.9% | $158,982-86.5% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,448 | $4,976-50.8% | $3,919-37.5% | $4,763-48.6% |
| Participant deferral / active EE | $4,104 | $5,910-30.6% | $5,047-18.7% | $5,983-31.4% |
| Admin fee / account holder | $295 | $11,742-97.5% | $8,930-96.7% | $11,252-97.4% |