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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 | $8,499 | $142,430-94.0% | $115,170-92.6% | $152,897-94.4% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.5%-0.6pp |
| Annual return | 29.58% | 41.48%-11.9pp | 35.60%-6.0pp | 345.43%-315.9pp |
| Employer contribution / active EE | $1,938 | $4,011-51.7% | $3,179-39.0% | $4,764-59.3% |
| Participant deferral / active EE | $1,981 | $5,165-61.6% | $4,169-52.5% | $5,851-66.1% |
| Admin fee / account holder | $164 | $8,464-98.1% | $7,089-97.7% | $11,599-98.6% |