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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 | $21,861 | $181,896-88.0% | $156,551-86.0% | $273,972-92.0% |
| Participation rate | 90.5% | 88.4%+2.1pp | 84.0%+6.5pp | 83.0%+7.5pp |
| Annual return | 191.12% | 30.74%+160.4pp | 32.23%+158.9pp | 41.46%+149.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,821 | $5,550+95.0% | $4,871+122.1% | $5,287+104.7% |
| Admin fee / account holder | $57 | $15,560-99.6% | $13,028-99.6% | $10,133-99.4% |