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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 | $14,616 | $132,099-88.9% | $115,599-87.4% | $138,895-89.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 22.96% | 176.76%-153.8pp | 111.10%-88.1pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,291 | $3,416-62.2% | $2,955-56.3% | $4,194-69.2% |
| Participant deferral / active EE | $1,866 | $5,617-66.8% | $4,889-61.8% | $6,396-70.8% |
| Admin fee / account holder | $43 | $15,650-99.7% | $12,841-99.7% | $12,562-99.7% |