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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 | $20,977 | $112,121-81.3% | $95,960-78.1% | $158,966-86.8% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 25.60% | 171.16%-145.6pp | 91.63%-66.0pp | 302.95%-277.3pp |
| Employer contribution / active EE | $947 | $3,199-70.4% | $2,541-62.7% | $4,762-80.1% |
| Participant deferral / active EE | $4,188 | $4,784-12.5% | $4,167+0.5% | $5,983-30.0% |
| Admin fee / account holder | $5 | $10,135-100.0% | $6,797-99.9% | $11,250-100.0% |