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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 | $16,656 | $198,457-91.6% | $170,435-90.2% | $147,586-88.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 19.62% | 257.30%-237.7pp | 205.94%-186.3pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,744 | $6,183-55.6% | $5,432-49.5% | $4,876-43.7% |
| Participant deferral / active EE | $4,253 | $5,629-24.4% | $4,939-13.9% | $5,439-21.8% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |