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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 | $14,032 | $142,430-90.1% | $115,170-87.8% | $152,885-90.8% |
| Participation rate | 93.8% | 82.4%+11.4pp | 75.9%+17.8pp | 82.5%+11.3pp |
| Annual return | 26.08% | 41.48%-15.4pp | 35.60%-9.5pp | 345.39%-319.3pp |
| Employer contribution / active EE | $1,277 | $4,011-68.2% | $3,179-59.8% | $4,763-73.2% |
| Participant deferral / active EE | $2,225 | $5,165-56.9% | $4,169-46.6% | $5,851-62.0% |
| Admin fee / account holder | $200 | $8,464-97.6% | $7,089-97.2% | $11,598-98.3% |