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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 | $14,583 | $157,304-90.7% | $141,197-89.7% | $152,909-90.5% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 42.83% | 64.34%-21.5pp | 71.41%-28.6pp | 345.46%-302.6pp |
| Employer contribution / active EE | $2,031 | $5,263-61.4% | $4,736-57.1% | $4,764-57.4% |
| Participant deferral / active EE | $4,585 | $7,111-35.5% | $6,710-31.7% | $5,851-21.6% |
| Admin fee / account holder | $96 | $12,126-99.2% | $10,265-99.1% | $11,601-99.2% |