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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 | $18,176 | $176,838-89.7% | $146,685-87.6% | $167,518-89.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 14.09% | 24.04%-9.9pp | 22.75%-8.7pp | 478.71%-464.6pp |
| Employer contribution / active EE | $8,427 | $5,161+63.3% | $4,137+103.7% | $4,838+74.2% |
| Participant deferral / active EE | $11,583 | $6,441+79.8% | $5,507+110.3% | $6,342+82.6% |
| Admin fee / account holder | $65 | $13,262-99.5% | $10,281-99.4% | $12,312-99.5% |