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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 | $16,698 | $117,895-85.8% | $102,460-83.7% | $145,897-88.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 20.55% | 31.92%-11.4pp | 29.47%-8.9pp | 552.29%-531.7pp |
| Employer contribution / active EE | $1,646 | $3,619-54.5% | $3,025-45.6% | $4,663-64.7% |
| Participant deferral / active EE | $3,324 | $5,736-42.1% | $5,056-34.3% | $6,689-50.3% |
| Admin fee / account holder | $21 | $13,353-99.8% | $9,460-99.8% | $13,390-99.8% |