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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 | $22,624 | $67,411-66.4% | $91,004-75.1% | $70,126-67.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.27% | -40.16%+59.4pp | 4.60%+14.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $3,591 | $1,786+101.1% | $2,456+46.2% | $2,343+53.3% |
| Participant deferral / active EE | $3,526 | $2,823+24.9% | $3,548-0.6% | $3,332+5.8% |
| Admin fee / account holder | $293 | $4,236-93.1% | $5,417-94.6% | $4,645-93.7% |