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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 | $17,844 | $162,812-89.0% | $133,971-86.7% | $158,966-88.8% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 22.00% | 41.94%-19.9pp | 45.09%-23.1pp | 302.95%-281.0pp |
| Employer contribution / active EE | $1,307 | $4,976-73.7% | $3,919-66.6% | $4,762-72.6% |
| Participant deferral / active EE | $3,298 | $5,910-44.2% | $5,047-34.7% | $5,983-44.9% |
| Admin fee / account holder | $13 | $11,741-99.9% | $8,929-99.9% | $11,250-99.9% |