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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 | $4,681 | $80,731-94.2% | $103,374-95.5% | $74,546-93.7% |
| Participation rate | 86.6% | 65.7%+20.9pp | 74.5%+12.0pp | 67.2%+19.3pp |
| Annual return | 14.25% | 27.56%-13.3pp | 24.89%-10.6pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $3,573 | $3,158+13.2% | $3,869-7.7% | $2,624+36.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $214 | $2,369-91.0% | $8,394-97.5% | $1,944-89.0% |