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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 | $25,529 | $197,637-87.1% | $177,848-85.6% | $158,982-83.9% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 12.05% | 58.77%-46.7pp | 48.33%-36.3pp | 302.99%-290.9pp |
| Employer contribution / active EE | $2,488 | $6,698-62.8% | $5,919-58.0% | $4,763-47.8% |
| Participant deferral / active EE | $3,727 | $8,405-55.7% | $7,714-51.7% | $5,983-37.7% |
| Admin fee / account holder | $261 | $15,406-98.3% | $12,431-97.9% | $11,252-97.7% |