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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 | $19,845 | $149,741-86.7% | $118,914-83.3% | $158,982-87.5% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.7pp |
| Annual return | 33.34% | 19.94%+13.4pp | 35.89%-2.5pp | 302.99%-269.6pp |
| Employer contribution / active EE | $3,350 | $4,119-18.7% | $3,264+2.6% | $4,763-29.7% |
| Participant deferral / active EE | $7,393 | $5,226+41.5% | $4,266+73.3% | $5,983+23.6% |
| Admin fee / account holder | $17 | $8,607-99.8% | $6,582-99.7% | $11,252-99.9% |