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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 | $12,481 | $102,429-87.8% | $147,096-91.5% | $80,925-84.6% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | 14.50% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,730 | $3,716-53.4% | $4,936-65.0% | $2,756-37.2% |
| Participant deferral / active EE | $2,630 | $6,649-60.4% | $8,071-67.4% | $4,299-38.8% |
| Admin fee / account holder | $44 | $7,957-99.4% | $13,005-99.7% | $6,940-99.4% |