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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 | $9,567 | $165,399-94.2% | $149,745-93.6% | $158,982-94.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 66.23% | 348.34%-282.1pp | 276.72%-210.5pp | 302.99%-236.8pp |
| Employer contribution / active EE | $2,338 | $5,105-54.2% | $4,646-49.7% | $4,763-50.9% |
| Participant deferral / active EE | $4,124 | $7,183-42.6% | $6,843-39.7% | $5,983-31.1% |
| Admin fee / account holder | $23 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |