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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 | $16,889 | $124,346-86.4% | $111,308-84.8% | $167,536-89.9% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 16.74% | 37.45%-20.7pp | 54.67%-37.9pp | 478.82%-462.1pp |
| Employer contribution / active EE | $1,522 | $3,437-55.7% | $2,732-44.3% | $4,839-68.6% |
| Participant deferral / active EE | $2,202 | $5,182-57.5% | $4,487-50.9% | $6,342-65.3% |
| Admin fee / account holder | $64 | $10,621-99.4% | $7,965-99.2% | $12,315-99.5% |