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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 | $17,340 | $112,121-84.5% | $95,960-81.9% | $158,966-89.1% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 33.89% | 171.16%-137.3pp | 91.63%-57.7pp | 302.95%-269.1pp |
| Employer contribution / active EE | $1,753 | $3,199-45.2% | $2,541-31.0% | $4,762-63.2% |
| Participant deferral / active EE | $4,362 | $4,784-8.8% | $4,167+4.7% | $5,983-27.1% |
| Admin fee / account holder | $9 | $10,135-99.9% | $6,797-99.9% | $11,250-99.9% |