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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 | $10,701 | $106,280-89.9% | $96,538-88.9% | $139,487-92.3% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 26.02% | 38.48%-12.5pp | 35.74%-9.7pp | 373.84%-347.8pp |
| Employer contribution / active EE | $2,215 | $4,107-46.1% | $3,740-40.8% | $4,755-53.4% |
| Participant deferral / active EE | $3,789 | $5,457-30.6% | $4,880-22.4% | $6,713-43.6% |
| Admin fee / account holder | $135 | $7,888-98.3% | $6,737-98.0% | $11,407-98.8% |