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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 | $11,880 | $89,370-86.7% | $141,197-91.6% | $72,976-83.7% |
| Participation rate | 82.9% | 75.1%+7.7pp | 82.5%+0.4pp | 69.5%+13.4pp |
| Annual return | 35.60% | 111.88%-76.3pp | 71.41%-35.8pp | 81.02%-45.4pp |
| Employer contribution / active EE | $2,231 | $3,115-28.4% | $4,736-52.9% | $2,440-8.6% |
| Participant deferral / active EE | $4,167 | $5,419-23.1% | $6,710-37.9% | $3,608+15.5% |
| Admin fee / account holder | $19 | $5,957-99.7% | $10,265-99.8% | $5,124-99.6% |