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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 | $19,496 | $157,304-87.6% | $141,197-86.2% | $152,909-87.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 17.29% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $3,042 | $5,263-42.2% | $4,736-35.8% | $4,764-36.1% |
| Participant deferral / active EE | $3,498 | $7,111-50.8% | $6,710-47.9% | $5,851-40.2% |
| Admin fee / account holder | $267 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |