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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 | $20,719 | $93,345-77.8% | $119,126-82.6% | $87,485-76.3% |
| Participation rate | 78.8% | 68.7%+10.0pp | 75.8%+3.0pp | 68.9%+9.9pp |
| Annual return | 15.16% | 19.08%-3.9pp | 282.11%-267.0pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,236 | $3,172-29.5% | $4,034-44.6% | $2,596-13.9% |
| Participant deferral / active EE | $2,286 | $4,099-44.2% | $5,318-57.0% | $4,274-46.5% |
| Admin fee / account holder | $201 | $8,039-97.5% | $10,693-98.1% | $7,775-97.4% |