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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 | $4,437 | $108,882-95.9% | $96,754-95.4% | $154,746-97.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 16.39% | 98.39%-82.0pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,104 | $3,018-63.4% | $2,679-58.8% | $4,379-74.8% |
| Participant deferral / active EE | $3,442 | $5,323-35.3% | $4,758-27.7% | $6,730-48.9% |
| Admin fee / account holder | $137 | $10,200-98.7% | $8,905-98.5% | $14,365-99.0% |