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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 | $16,485 | $166,131-90.1% | $164,975-90.0% | $145,877-88.7% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 14.94% | 100.37%-85.4pp | 70.12%-55.2pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,326 | $5,276-37.0% | $4,343-23.4% | $4,663-28.7% |
| Participant deferral / active EE | $3,875 | $6,962-44.3% | $6,033-35.8% | $6,691-42.1% |
| Admin fee / account holder | $108 | $16,648-99.3% | $12,688-99.1% | $13,402-99.2% |