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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 | $13,127 | $183,516-92.8% | $155,534-91.6% | $145,884-91.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.74% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,486 | $5,315-72.0% | $4,675-68.2% | $4,662-68.1% |
| Participant deferral / active EE | $2,682 | $6,467-58.5% | $5,630-52.4% | $6,690-59.9% |
| Admin fee / account holder | $25 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |