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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 | $11,392 | $157,296-92.8% | $141,191-91.9% | $152,897-92.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 27.14% | 64.34%-37.2pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,360 | $5,262-74.2% | $4,736-71.3% | $4,764-71.5% |
| Participant deferral / active EE | $4,256 | $7,111-40.1% | $6,710-36.6% | $5,851-27.3% |
| Admin fee / account holder | $32 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |