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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 | $16,947 | $157,304-89.2% | $141,197-88.0% | $152,909-88.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 36.21% | 64.34%-28.1pp | 71.41%-35.2pp | 345.46%-309.3pp |
| Employer contribution / active EE | $2,852 | $5,263-45.8% | $4,736-39.8% | $4,764-40.1% |
| Participant deferral / active EE | $4,412 | $7,111-38.0% | $6,710-34.2% | $5,851-24.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |