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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 | $17,260 | $227,597-92.4% | $189,575-90.9% | $167,536-89.7% |
| Participation rate | 88.2% | 82.5%+5.7pp | 78.4%+9.8pp | 82.1%+6.1pp |
| Annual return | 51.44% | 78.44%-27.0pp | 64.19%-12.7pp | 478.82%-427.4pp |
| Employer contribution / active EE | $4,423 | $5,316-16.8% | $4,412+0.3% | $4,839-8.6% |
| Participant deferral / active EE | $9,625 | $7,002+37.5% | $6,174+55.9% | $6,342+51.8% |
| Admin fee / account holder | $103 | $11,877-99.1% | $9,806-99.0% | $12,315-99.2% |