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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 | $9,945 | $124,346-92.0% | $111,308-91.1% | $167,536-94.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 11.44% | 37.45%-26.0pp | 54.67%-43.2pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,788 | $3,437-48.0% | $2,732-34.6% | $4,839-63.1% |
| Participant deferral / active EE | $3,876 | $5,182-25.2% | $4,487-13.6% | $6,342-38.9% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |