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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 | $19,745 | $103,966-81.0% | $112,899-82.5% | $75,173-73.7% |
| Participation rate | 96.0% | 75.7%+20.3pp | 80.5%+15.5pp | 67.2%+28.8pp |
| Annual return | 0.00% | 24.54%-24.5pp | 34.11%-34.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $4,685 | $3,870+21.1% | $4,566+2.6% | $2,671+75.4% |
| Participant deferral / active EE | $5,807 | $5,456+6.4% | $6,516-10.9% | $4,126+40.7% |
| Admin fee / account holder | $149 | $7,663-98.1% | $7,047-97.9% | $5,651-97.4% |