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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 | $19,590 | $152,612-87.2% | $125,192-84.4% | $152,897-87.2% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.5%+4.2pp |
| Annual return | 31.11% | 54.85%-23.7pp | 43.79%-12.7pp | 345.43%-314.3pp |
| Employer contribution / active EE | $1,627 | $4,947-67.1% | $3,866-57.9% | $4,764-65.8% |
| Participant deferral / active EE | $3,590 | $5,868-38.8% | $4,937-27.3% | $5,851-38.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |