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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 | $29,929 | $209,425-85.7% | $178,499-83.2% | $158,966-81.2% |
| Participation rate | 76.5% | 86.4%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 23.33% | 188.80%-165.5pp | 151.10%-127.8pp | 302.95%-279.6pp |
| Employer contribution / active EE | $1,333 | $5,707-76.6% | $5,011-73.4% | $4,762-72.0% |
| Participant deferral / active EE | $3,775 | $5,955-36.6% | $5,202-27.4% | $5,983-36.9% |
| Admin fee / account holder | $86 | $17,078-99.5% | $13,986-99.4% | $11,250-99.2% |