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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 | $18,373 | $157,296-88.3% | $141,191-87.0% | $152,897-88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.89% | 64.34%-36.5pp | 71.41%-43.5pp | 345.43%-317.5pp |
| Employer contribution / active EE | $3,716 | $5,262-29.4% | $4,736-21.5% | $4,764-22.0% |
| Participant deferral / active EE | $5,180 | $7,111-27.2% | $6,710-22.8% | $5,851-11.5% |
| Admin fee / account holder | $284 | $12,125-97.7% | $10,264-97.2% | $11,599-97.6% |