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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 | $11,935 | $115,814-89.7% | $101,275-88.2% | $158,982-92.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 56.98% | 56.16%+0.8pp | 46.48%+10.5pp | 302.99%-246.0pp |
| Employer contribution / active EE | $2,162 | $4,176-48.2% | $3,660-40.9% | $4,763-54.6% |
| Participant deferral / active EE | $3,482 | $4,958-29.8% | $4,371-20.3% | $5,983-41.8% |
| Admin fee / account holder | $32 | $7,249-99.6% | $5,948-99.5% | $11,252-99.7% |