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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 | $11,791 | $72,492-83.7% | $87,104-86.5% | $72,975-83.8% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 191.15% | 24.46%+166.7pp | 28.19%+163.0pp | 81.01%+110.1pp |
| Employer contribution / active EE | $1,111 | $1,894-41.3% | $2,521-55.9% | $2,440-54.5% |
| Participant deferral / active EE | $1,702 | $3,270-47.9% | $4,048-58.0% | $3,608-52.8% |
| Admin fee / account holder | $14 | $5,055-99.7% | $7,491-99.8% | $5,124-99.7% |