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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 | $13,307 | $157,276-91.5% | $141,177-90.6% | $152,885-91.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 33.61% | 64.33%-30.7pp | 71.40%-37.8pp | 345.39%-311.8pp |
| Employer contribution / active EE | $2,549 | $5,262-51.6% | $4,736-46.2% | $4,763-46.5% |
| Participant deferral / active EE | $3,298 | $7,110-53.6% | $6,710-50.9% | $5,851-43.6% |
| Admin fee / account holder | $200 | $12,123-98.4% | $10,263-98.1% | $11,598-98.3% |