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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 | $19,640 | $78,672-75.0% | $109,163-82.0% | $85,856-77.1% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.5pp | 69.3%+2.1pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $4,648 | $2,734+70.0% | $3,723+24.9% | $2,565+81.2% |
| Participant deferral / active EE | $5,508 | $3,467+58.8% | $4,654+18.3% | $3,952+39.4% |
| Admin fee / account holder | $137 | $5,470-97.5% | $6,754-98.0% | $6,261-97.8% |