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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 | $15,807 | $165,381-90.4% | $149,730-89.4% | $158,966-90.1% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 19.48% | 348.29%-328.8pp | 276.70%-257.2pp | 302.95%-283.5pp |
| Employer contribution / active EE | $1,225 | $5,104-76.0% | $4,645-73.6% | $4,762-74.3% |
| Participant deferral / active EE | $3,142 | $7,182-56.3% | $6,843-54.1% | $5,983-47.5% |
| Admin fee / account holder | $94 | $10,809-99.1% | $9,310-99.0% | $11,250-99.2% |