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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 | $23,616 | $102,422-76.9% | $147,117-83.9% | $80,959-70.8% |
| Participation rate | 90.6% | 75.9%+14.8pp | 82.2%+8.4pp | 67.7%+23.0pp |
| Annual return | 17.81% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $2,307 | $3,717-37.9% | $4,932-53.2% | $2,757-16.3% |
| Participant deferral / active EE | $4,914 | $6,652-26.1% | $8,065-39.1% | $4,300+14.3% |
| Admin fee / account holder | $234 | $7,953-97.1% | $12,993-98.2% | $6,925-96.6% |