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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 | $11,897 | $71,192-83.3% | $117,861-89.9% | $62,293-80.9% |
| Participation rate | 97.1% | 74.2%+22.9pp | 79.7%+17.5pp | 69.5%+27.6pp |
| Annual return | 13.84% | 18.66%-4.8pp | 335.11%-321.3pp | 28.90%-15.1pp |
| Employer contribution / active EE | $2,171 | $1,934+12.3% | $3,786-42.7% | $2,042+6.3% |
| Participant deferral / active EE | $2,219 | $3,189-30.4% | $4,482-50.5% | $3,169-30.0% |
| Admin fee / account holder | $216 | $587-63.1% | $8,021-97.3% | $479-54.9% |