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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 | $19,475 | $89,370-78.2% | $141,197-86.2% | $72,976-73.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 50.52% | 111.88%-61.4pp | 71.41%-20.9pp | 81.02%-30.5pp |
| Employer contribution / active EE | $3,058 | $3,115-1.8% | $4,736-35.4% | $2,440+25.3% |
| Participant deferral / active EE | $5,763 | $5,419+6.4% | $6,710-14.1% | $3,608+59.7% |
| Admin fee / account holder | $226 | $5,957-96.2% | $10,265-97.8% | $5,124-95.6% |