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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 | $12,221 | $105,200-88.4% | $159,474-92.3% | $85,847-85.8% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.8%-4.1pp | 69.3%+9.4pp |
| Annual return | 23.74% | 45.08%-21.3pp | 263.68%-239.9pp | 318.61%-294.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,606 | $5,946-22.5% | $7,353-37.4% | $3,952+16.5% |
| Admin fee / account holder | $263 | $6,934-96.2% | $10,802-97.6% | $6,261-95.8% |