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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 | $15,409 | $148,629-89.6% | $135,982-88.7% | $139,487-89.0% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 22.62% | 79.33%-56.7pp | 68.32%-45.7pp | 373.84%-351.2pp |
| Employer contribution / active EE | $2,649 | $5,247-49.5% | $4,859-45.5% | $4,755-44.3% |
| Participant deferral / active EE | $4,229 | $8,102-47.8% | $7,760-45.5% | $6,713-37.0% |
| Admin fee / account holder | $191 | $12,406-98.5% | $10,767-98.2% | $11,407-98.3% |