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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 | $14,257 | $165,361-91.4% | $149,715-90.5% | $158,950-91.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 53.76% | 348.24%-294.5pp | 276.66%-222.9pp | 302.91%-249.1pp |
| Employer contribution / active EE | $2,102 | $5,103-58.8% | $4,645-54.7% | $4,762-55.9% |
| Participant deferral / active EE | $4,596 | $7,182-36.0% | $6,842-32.8% | $5,983-23.2% |
| Admin fee / account holder | $233 | $10,808-97.8% | $9,310-97.5% | $11,248-97.9% |