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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 | $11,518 | $65,566-82.4% | $86,235-86.6% | $75,177-84.7% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 22.83% | 46.07%-23.2pp | 1170.03%-1147.2pp | 160.75%-137.9pp |
| Employer contribution / active EE | $889 | $1,553-42.7% | $2,381-62.6% | $2,671-66.7% |
| Participant deferral / active EE | $2,935 | $3,023-2.9% | $3,987-26.4% | $4,126-28.9% |
| Admin fee / account holder | $89 | $5,470-98.4% | $6,856-98.7% | $5,651-98.4% |