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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 | $17,417 | $124,346-86.0% | $111,308-84.4% | $167,536-89.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 14.80% | 37.45%-22.7pp | 54.67%-39.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $2,637 | $3,437-23.3% | $2,732-3.5% | $4,839-45.5% |
| Participant deferral / active EE | $4,483 | $5,182-13.5% | $4,487-0.1% | $6,342-29.3% |
| Admin fee / account holder | $249 | $10,621-97.7% | $7,965-96.9% | $12,315-98.0% |