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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 | $21,280 | $127,096-83.3% | $105,736-79.9% | $135,380-84.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 76.3%+13.7pp | 82.6%+7.4pp |
| Annual return | -5.95% | 4.49%-10.4pp | 6.27%-12.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,924 | $4,107-28.8% | $3,268-10.5% | $4,779-38.8% |
| Participant deferral / active EE | $3,922 | $5,064-22.6% | $4,080-3.9% | $5,609-30.1% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,828-99.9% |