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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 | $17,229 | $176,786-90.3% | $146,643-88.3% | $167,536-89.7% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 16.99% | 24.04%-7.0pp | 22.75%-5.8pp | 478.82%-461.8pp |
| Employer contribution / active EE | $2,126 | $5,161-58.8% | $4,137-48.6% | $4,839-56.1% |
| Participant deferral / active EE | $5,234 | $6,440-18.7% | $5,506-4.9% | $6,342-17.5% |
| Admin fee / account holder | $13 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |