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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 | $18,651 | $117,846-84.2% | $102,434-81.8% | $145,884-87.2% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 16.79% | 31.90%-15.1pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,444 | $3,615-60.1% | $3,023-52.2% | $4,662-69.0% |
| Participant deferral / active EE | $4,323 | $5,733-24.6% | $5,055-14.5% | $6,690-35.4% |
| Admin fee / account holder | $65 | $13,356-99.5% | $9,462-99.3% | $13,392-99.5% |