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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 | $19,423 | $232,540-91.6% | $185,117-89.5% | $147,586-86.8% |
| Participation rate | 73.7% | 82.4%-8.7pp | 77.3%-3.6pp | 82.8%-9.1pp |
| Annual return | 15.17% | 43.03%-27.9pp | 40.50%-25.3pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,530 | $5,195-70.5% | $4,182-63.4% | $4,876-68.6% |
| Participant deferral / active EE | $1,834 | $5,834-68.6% | $5,045-63.6% | $5,439-66.3% |
| Admin fee / account holder | $40 | $10,275-99.6% | $8,159-99.5% | $10,886-99.6% |