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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 | $15,816 | $117,895-86.6% | $102,460-84.6% | $145,897-89.2% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.0pp |
| Annual return | 51.88% | 31.92%+20.0pp | 29.47%+22.4pp | 552.29%-500.4pp |
| Employer contribution / active EE | $1,704 | $3,619-52.9% | $3,025-43.7% | $4,663-63.4% |
| Participant deferral / active EE | $3,824 | $5,736-33.3% | $5,056-24.4% | $6,689-42.8% |
| Admin fee / account holder | $16 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |