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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 | $22,001 | $118,708-81.5% | $98,920-77.8% | $158,966-86.2% |
| Participation rate | 89.5% | 77.8%+11.6pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 21.63% | 372.49%-350.9pp | 196.47%-174.8pp | 302.95%-281.3pp |
| Employer contribution / active EE | $1,114 | $3,334-66.6% | $2,689-58.6% | $4,762-76.6% |
| Participant deferral / active EE | $2,101 | $5,089-58.7% | $4,245-50.5% | $5,983-64.9% |
| Admin fee / account holder | $237 | $10,134-97.7% | $6,643-96.4% | $11,250-97.9% |