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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 | $19,600 | $157,276-87.5% | $141,177-86.1% | $152,885-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.39% | 64.33%-28.9pp | 71.40%-36.0pp | 345.39%-310.0pp |
| Employer contribution / active EE | $3,569 | $5,262-32.2% | $4,736-24.6% | $4,763-25.1% |
| Participant deferral / active EE | $6,428 | $7,110-9.6% | $6,710-4.2% | $5,851+9.9% |
| Admin fee / account holder | $48 | $12,123-99.6% | $10,263-99.5% | $11,598-99.6% |