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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 | $20,365 | $56,197-63.8% | $67,652-69.9% | $59,633-65.9% |
| Participation rate | 92.1% | 71.5%+20.6pp | 75.7%+16.4pp | 68.7%+23.4pp |
| Annual return | 4.12% | 18508.10%-18504.0pp | 6625.40%-6621.3pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $2,614 | $1,615+61.9% | $2,266+15.4% | $2,203+18.7% |
| Participant deferral / active EE | $3,051 | $2,844+7.3% | $3,560-14.3% | $3,192-4.4% |
| Admin fee / account holder | $20 | $3,958-99.5% | $4,821-99.6% | $4,297-99.5% |