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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 | $13,511 | $154,193-91.2% | $130,045-89.6% | $139,466-90.3% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 32.58% | 32.51%+0.1pp | -137.30%+169.9pp | 373.66%-341.1pp |
| Employer contribution / active EE | $1,777 | $5,292-66.4% | $4,321-58.9% | $4,754-62.6% |
| Participant deferral / active EE | $4,073 | $6,709-39.3% | $5,820-30.0% | $6,712-39.3% |
| Admin fee / account holder | $121 | $13,989-99.1% | $10,600-98.9% | $11,409-98.9% |