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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 | $15,508 | $78,682-80.3% | $109,188-85.8% | $85,851-81.9% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 32.25% | 25.09%+7.2pp | 25.76%+6.5pp | 318.63%-286.4pp |
| Employer contribution / active EE | $3,505 | $2,734+28.2% | $3,723-5.9% | $2,565+36.6% |
| Participant deferral / active EE | $6,657 | $3,468+92.0% | $4,654+43.0% | $3,952+68.4% |
| Admin fee / account holder | $252 | $5,470-95.4% | $6,755-96.3% | $6,261-96.0% |