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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 | $11,131 | $95,975-88.4% | $74,549-85.1% | $135,379-91.8% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | 29.22% | 56.96%-27.7pp | 32.53%-3.3pp | 519.79%-490.6pp |
| Employer contribution / active EE | $2,050 | $2,716-24.5% | $1,961+4.5% | $4,779-57.1% |
| Participant deferral / active EE | $4,014 | $3,844+4.4% | $3,108+29.1% | $5,609-28.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |