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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 | $18,472 | $93,598-80.3% | $135,974-86.4% | $75,173-75.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 21.16% | 30.89%-9.7pp | 68.30%-47.1pp | 160.72%-139.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,098 | $6,405-36.0% | $7,760-47.2% | $4,126-0.7% |
| Admin fee / account holder | $156 | $6,978-97.8% | $10,767-98.5% | $5,651-97.2% |