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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 | $10,864 | $102,429-89.4% | $147,096-92.6% | $80,925-86.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.3pp |
| Annual return | 15.70% | 135.02%-119.3pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $1,289 | $3,716-65.3% | $4,936-73.9% | $2,756-53.2% |
| Participant deferral / active EE | $2,782 | $6,649-58.2% | $8,071-65.5% | $4,299-35.3% |
| Admin fee / account holder | $299 | $7,957-96.2% | $13,005-97.7% | $6,940-95.7% |