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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 | $18,678 | $89,367-79.1% | $141,191-86.8% | $72,975-74.4% |
| Participation rate | 81.4% | 75.1%+6.3pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 53.24% | 111.87%-58.6pp | 71.41%-18.2pp | 81.01%-27.8pp |
| Employer contribution / active EE | $1,699 | $3,115-45.4% | $4,736-64.1% | $2,440-30.4% |
| Participant deferral / active EE | $4,953 | $5,419-8.6% | $6,710-26.2% | $3,608+37.3% |
| Admin fee / account holder | $221 | $5,957-96.3% | $10,264-97.8% | $5,124-95.7% |