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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 | $37,423 | $227,399-83.5% | $189,758-80.3% | $198,609-81.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 79.8%-2.0pp | 82.4%-4.6pp |
| Annual return | 21.11% | 61.03%-39.9pp | 52.62%-31.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $2,584 | $5,526-53.2% | $4,767-45.8% | $5,055-48.9% |
| Participant deferral / active EE | $7,387 | $6,837+8.0% | $5,856+26.1% | $6,977+5.9% |
| Admin fee / account holder | $190 | $25,162-99.2% | $20,388-99.1% | $19,030-99.0% |