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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 | $33,187 | $227,399-85.4% | $189,758-82.5% | $198,609-83.3% |
| Participation rate | 86.7% | 84.0%+2.7pp | 79.8%+6.9pp | 82.4%+4.3pp |
| Annual return | 24.19% | 61.03%-36.8pp | 52.62%-28.4pp | 202.70%-178.5pp |
| Employer contribution / active EE | $2,766 | $5,526-49.9% | $4,767-42.0% | $5,055-45.3% |
| Participant deferral / active EE | $5,761 | $6,837-15.7% | $5,856-1.6% | $6,977-17.4% |
| Admin fee / account holder | $18 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |