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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 | $25,767 | $162,812-84.2% | $133,971-80.8% | $158,966-83.8% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 23.54% | 41.94%-18.4pp | 45.09%-21.6pp | 302.95%-279.4pp |
| Employer contribution / active EE | $1,645 | $4,976-66.9% | $3,919-58.0% | $4,762-65.5% |
| Participant deferral / active EE | $2,753 | $5,910-53.4% | $5,047-45.5% | $5,983-54.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |