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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 | $27,575 | $198,457-86.1% | $170,435-83.8% | $147,586-81.3% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 22.83% | 257.30%-234.5pp | 205.94%-183.1pp | 578.59%-555.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,999 | $5,629-11.2% | $4,939+1.2% | $5,439-8.1% |
| Admin fee / account holder | $176 | $16,852-99.0% | $13,881-98.7% | $10,886-98.4% |