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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 | $17,795 | $106,918-83.4% | $84,021-78.8% | $152,897-88.4% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 14.63% | 105.01%-90.4pp | 71.32%-56.7pp | 345.43%-330.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,919 | $4,012-52.2% | $3,239-40.8% | $5,851-67.2% |
| Admin fee / account holder | $98 | $8,288-98.8% | $6,102-98.4% | $11,599-99.2% |