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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 | $18,093 | $198,457-90.9% | $170,435-89.4% | $147,586-87.7% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 14.00% | 257.30%-243.3pp | 205.94%-191.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,424 | $6,183-77.0% | $5,432-73.8% | $4,876-70.8% |
| Participant deferral / active EE | $3,314 | $5,629-41.1% | $4,939-32.9% | $5,439-39.1% |
| Admin fee / account holder | $169 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |