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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 | $17,084 | $80,753-78.8% | $136,298-87.5% | $62,293-72.6% |
| Participation rate | 93.2% | 73.5%+19.6pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 36.72% | 35.83%+0.9pp | 5156.27%-5119.6pp | 28.90%+7.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,522 | $5,164+26.3% | $6,247+4.4% | $3,169+105.8% |
| Admin fee / account holder | $222 | $525-57.8% | $9,244-97.6% | $479-53.8% |