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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 | $13,886 | $166,242-91.6% | $165,071-91.6% | $145,884-90.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 16.33% | 100.44%-84.1pp | 70.17%-53.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,977 | $5,283-62.6% | $4,347-54.5% | $4,662-57.6% |
| Participant deferral / active EE | $2,542 | $6,964-63.5% | $6,035-57.9% | $6,690-62.0% |
| Admin fee / account holder | $15 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |