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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 | $13,835 | $106,905-87.1% | $84,020-83.5% | $152,885-91.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 16.77% | 105.00%-88.2pp | 71.31%-54.5pp | 345.39%-328.6pp |
| Employer contribution / active EE | $1,587 | $2,735-42.0% | $1,984-20.0% | $4,763-66.7% |
| Participant deferral / active EE | $3,656 | $4,012-8.9% | $3,239+12.9% | $5,851-37.5% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |