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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 | $16,079 | $209,422-92.3% | $178,503-91.0% | $158,982-89.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.26% | 188.81%-173.5pp | 151.12%-135.9pp | 302.99%-287.7pp |
| Employer contribution / active EE | $3,771 | $5,707-33.9% | $5,011-24.7% | $4,763-20.8% |
| Participant deferral / active EE | $2,701 | $5,955-54.6% | $5,202-48.1% | $5,983-54.9% |
| Admin fee / account holder | $103 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |