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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 | $16,851 | $89,367-81.1% | $141,191-88.1% | $72,975-76.9% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 24.97% | 111.87%-86.9pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,807 | $3,115-42.0% | $4,736-61.9% | $2,440-26.0% |
| Participant deferral / active EE | $3,987 | $5,419-26.4% | $6,710-40.6% | $3,608+10.5% |
| Admin fee / account holder | $197 | $5,957-96.7% | $10,264-98.1% | $5,124-96.2% |