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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 | $11,622 | $117,433-90.1% | $99,475-88.3% | $152,897-92.4% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.5%-11.0pp |
| Annual return | 129.08% | 31.87%+97.2pp | 30.72%+98.4pp | 345.43%-216.3pp |
| Employer contribution / active EE | $2,184 | $3,013-27.5% | $2,540-14.0% | $4,764-54.2% |
| Participant deferral / active EE | $5,138 | $4,086+25.8% | $3,619+42.0% | $5,851-12.2% |
| Admin fee / account holder | $90 | $7,634-98.8% | $6,252-98.6% | $11,599-99.2% |