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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 | $17,012 | $81,208-79.1% | $98,920-82.8% | $79,852-78.7% |
| Participation rate | 71.1% | 72.5%-1.5pp | 76.0%-5.0pp | 69.6%+1.4pp |
| Annual return | 16.30% | 60.99%-44.7pp | 196.47%-180.2pp | 31.72%-15.4pp |
| Employer contribution / active EE | $821 | $1,960-58.1% | $2,689-69.5% | $2,471-66.8% |
| Participant deferral / active EE | $1,626 | $3,265-50.2% | $4,245-61.7% | $3,740-56.5% |
| Admin fee / account holder | $165 | $6,013-97.3% | $6,643-97.5% | $5,306-96.9% |