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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 | $18,870 | $105,200-82.1% | $159,474-88.2% | $85,847-78.0% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 19.03% | 45.08%-26.0pp | 263.68%-244.6pp | 318.61%-299.6pp |
| Employer contribution / active EE | $1,334 | $3,319-59.8% | $4,831-72.4% | $2,565-48.0% |
| Participant deferral / active EE | $4,037 | $5,946-32.1% | $7,353-45.1% | $3,952+2.2% |
| Admin fee / account holder | $196 | $6,934-97.2% | $10,802-98.2% | $6,261-96.9% |