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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 | $21,541 | $166,131-87.0% | $164,975-86.9% | $145,877-85.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 16.34% | 100.37%-84.0pp | 70.12%-53.8pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,760 | $5,276-66.6% | $4,343-59.5% | $4,663-62.3% |
| Participant deferral / active EE | $3,878 | $6,962-44.3% | $6,033-35.7% | $6,691-42.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |