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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 | $21,554 | $157,296-86.3% | $141,191-84.7% | $152,897-85.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 25.61% | 64.34%-38.7pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,102 | $5,262-79.1% | $4,736-76.7% | $4,764-76.9% |
| Participant deferral / active EE | $2,668 | $7,111-62.5% | $6,710-60.2% | $5,851-54.4% |
| Admin fee / account holder | $150 | $12,125-98.8% | $10,264-98.5% | $11,599-98.7% |