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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 | $16,397 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 16.44% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,461 | $5,317-53.7% | $4,676-47.4% | $4,663-47.2% |
| Participant deferral / active EE | $2,830 | $6,466-56.2% | $5,629-49.7% | $6,691-57.7% |
| Admin fee / account holder | $4 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |