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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 | $11,986 | $102,638-88.3% | $81,982-85.4% | $158,982-92.5% |
| Participation rate | 76.5% | 75.5%+0.9pp | 69.3%+7.2pp | 82.0%-5.5pp |
| Annual return | 15.11% | 61.05%-45.9pp | 41.31%-26.2pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,093 | $3,241-66.3% | $2,498-56.3% | $4,763-77.1% |
| Participant deferral / active EE | $2,612 | $4,649-43.8% | $3,722-29.8% | $5,983-56.3% |
| Admin fee / account holder | $228 | $8,237-97.2% | $5,665-96.0% | $11,252-98.0% |