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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 | $18,104 | $64,324-71.9% | $118,914-84.8% | $79,856-77.3% |
| Participation rate | 77.4% | 64.9%+12.6pp | 75.4%+2.0pp | 69.6%+7.8pp |
| Annual return | 15.19% | 86.45%-71.3pp | 35.89%-20.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,143 | $1,836-37.7% | $3,264-65.0% | $2,471-53.7% |
| Participant deferral / active EE | $1,749 | $2,824-38.0% | $4,266-59.0% | $3,741-53.2% |
| Admin fee / account holder | $81 | $4,040-98.0% | $6,582-98.8% | $5,306-98.5% |