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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 | $32,542 | $110,083-70.4% | $151,639-78.5% | $68,486-52.5% |
| Participation rate | 92.6% | 84.0%+8.6pp | 87.5%+5.1pp | 67.9%+24.7pp |
| Annual return | 49.73% | -10.12%+59.8pp | 3.34%+46.4pp | -7.85%+57.6pp |
| Employer contribution / active EE | $2,899 | $4,470-35.1% | $6,165-53.0% | $2,597+11.6% |
| Participant deferral / active EE | $9,131 | $6,526+39.9% | $8,363+9.2% | $4,028+126.7% |
| Admin fee / account holder | $60 | $7,718-99.2% | $11,613-99.5% | $5,404-98.9% |