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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 | $19,411 | $149,741-87.0% | $118,914-83.7% | $158,982-87.8% |
| Participation rate | 89.5% | 82.1%+7.4pp | 75.4%+14.1pp | 82.0%+7.5pp |
| Annual return | 20.25% | 19.94%+0.3pp | 35.89%-15.6pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,721 | $4,119-58.2% | $3,264-47.3% | $4,763-63.9% |
| Participant deferral / active EE | $2,779 | $5,226-46.8% | $4,266-34.8% | $5,983-53.5% |
| Admin fee / account holder | $212 | $8,607-97.5% | $6,582-96.8% | $11,252-98.1% |