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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 | $11,358 | $53,128-78.6% | $86,581-86.9% | $70,124-83.8% |
| Participation rate | 76.4% | 65.3%+11.1pp | 73.5%+2.9pp | 69.5%+6.9pp |
| Annual return | 39.83% | 27.66%+12.2pp | 965.06%-925.2pp | 73.14%-33.3pp |
| Employer contribution / active EE | $1,827 | $2,068-11.7% | $2,840-35.7% | $2,342-22.0% |
| Participant deferral / active EE | $5,135 | $2,695+90.5% | $3,609+42.3% | $3,332+54.1% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |