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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 | $17,464 | $99,652-82.5% | $78,778-77.8% | $147,586-88.2% |
| Participation rate | 95.8% | 76.2%+19.6pp | 69.2%+26.6pp | 82.8%+13.0pp |
| Annual return | 9.62% | 47.28%-37.7pp | 35.62%-26.0pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,598 | $2,796-42.8% | $1,986-19.5% | $4,876-67.2% |
| Participant deferral / active EE | $3,714 | $3,664+1.4% | $2,958+25.5% | $5,439-31.7% |
| Admin fee / account holder | $197 | $7,155-97.2% | $5,134-96.2% | $10,886-98.2% |