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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 | $16,229 | $112,933-85.6% | $90,970-82.2% | $158,982-89.8% |
| Participation rate | 78.9% | 74.7%+4.2pp | 69.0%+9.9pp | 82.0%-3.0pp |
| Annual return | 18.50% | 215.82%-197.3pp | 134.60%-116.1pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,203 | $2,893-58.4% | $2,122-43.3% | $4,763-74.7% |
| Participant deferral / active EE | $1,740 | $4,128-57.8% | $3,373-48.4% | $5,983-70.9% |
| Admin fee / account holder | $34 | $8,047-99.6% | $5,961-99.4% | $11,252-99.7% |