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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 | $117,829-86.6% | $102,423-84.6% | $145,877-89.2% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 51.88% | 31.83%+20.0pp | 29.42%+22.5pp | 551.28%-499.4pp |
| Employer contribution / active EE | $1,704 | $3,615-52.8% | $3,023-43.6% | $4,663-63.5% |
| Participant deferral / active EE | $3,824 | $5,732-33.3% | $5,054-24.3% | $6,691-42.8% |
| Admin fee / account holder | $16 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |