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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 | $24,842 | $198,457-87.5% | $170,435-85.4% | $147,586-83.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 16.31% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,616 | $6,183-41.5% | $5,432-33.4% | $4,876-25.9% |
| Participant deferral / active EE | $10,140 | $5,629+80.1% | $4,939+105.3% | $5,439+86.4% |
| Admin fee / account holder | $105 | $16,852-99.4% | $13,881-99.2% | $10,886-99.0% |