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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 | $19,638 | $154,193-87.3% | $130,045-84.9% | $139,466-85.9% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 24.81% | 32.51%-7.7pp | -137.30%+162.1pp | 373.66%-348.9pp |
| Employer contribution / active EE | $2,089 | $5,292-60.5% | $4,321-51.7% | $4,754-56.1% |
| Participant deferral / active EE | $6,692 | $6,709-0.2% | $5,820+15.0% | $6,712-0.3% |
| Admin fee / account holder | $252 | $13,989-98.2% | $10,600-97.6% | $11,409-97.8% |