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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 | $16,437 | $127,386-87.1% | $115,037-85.7% | $125,388-86.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -3.20% | 31.28%-34.5pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,772 | $5,166-46.3% | $4,608-39.8% | $4,866-43.0% |
| Participant deferral / active EE | $2,524 | $6,423-60.7% | $6,026-58.1% | $5,352-52.8% |
| Admin fee / account holder | $135 | $9,516-98.6% | $8,175-98.3% | $9,541-98.6% |