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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 | $14,317 | $98,240-85.4% | $82,312-82.6% | $147,586-90.3% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 9.22% | 30.85%-21.6pp | 25.88%-16.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $1,408 | $3,192-55.9% | $2,428-42.0% | $4,876-71.1% |
| Participant deferral / active EE | $3,221 | $4,383-26.5% | $3,706-13.1% | $5,439-40.8% |
| Admin fee / account holder | $70 | $8,563-99.2% | $5,608-98.7% | $10,886-99.4% |