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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 | $11,685 | $80,983-85.6% | $96,544-87.9% | $75,177-84.5% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.6pp | 67.2%+4.2pp |
| Annual return | 85.72% | 27.05%+58.7pp | 25.88%+59.8pp | 160.75%-75.0pp |
| Employer contribution / active EE | $1,567 | $2,282-31.4% | $2,966-47.2% | $2,671-41.3% |
| Participant deferral / active EE | $3,252 | $3,929-17.2% | $4,851-33.0% | $4,126-21.2% |
| Admin fee / account holder | $282 | $6,717-95.8% | $8,254-96.6% | $5,651-95.0% |