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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 | $13,366 | $157,276-91.5% | $141,177-90.5% | $152,885-91.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 28.36% | 64.33%-36.0pp | 71.40%-43.0pp | 345.39%-317.0pp |
| Employer contribution / active EE | $1,354 | $5,262-74.3% | $4,736-71.4% | $4,763-71.6% |
| Participant deferral / active EE | $2,986 | $7,110-58.0% | $6,710-55.5% | $5,851-49.0% |
| Admin fee / account holder | $40 | $12,123-99.7% | $10,263-99.6% | $11,598-99.7% |