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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 | $12,566 | $115,814-89.2% | $101,275-87.6% | $158,982-92.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.30% | 56.16%-37.9pp | 46.48%-28.2pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,120 | $4,176-73.2% | $3,660-69.4% | $4,763-76.5% |
| Participant deferral / active EE | $5,090 | $4,958+2.7% | $4,371+16.5% | $5,983-14.9% |
| Admin fee / account holder | $168 | $7,249-97.7% | $5,948-97.2% | $11,252-98.5% |