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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 | $16,360 | $87,132-81.2% | $105,624-84.5% | $80,959-79.8% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.7%+26.4pp |
| Annual return | 35.24% | 17.03%+18.2pp | 116.20%-81.0pp | 35.67%-0.4pp |
| Employer contribution / active EE | $1,016 | $2,397-57.6% | $3,168-67.9% | $2,757-63.1% |
| Participant deferral / active EE | $4,126 | $3,985+3.5% | $5,013-17.7% | $4,300-4.1% |
| Admin fee / account holder | $105 | $8,449-98.8% | $10,961-99.0% | $6,925-98.5% |