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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 | $15,306 | $209,425-92.7% | $178,499-91.4% | $158,966-90.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.35% | 188.80%-163.4pp | 151.10%-125.8pp | 302.95%-277.6pp |
| Employer contribution / active EE | $3,336 | $5,707-41.6% | $5,011-33.4% | $4,762-30.0% |
| Participant deferral / active EE | $10,043 | $5,955+68.6% | $5,202+93.0% | $5,983+67.9% |
| Admin fee / account holder | $82 | $17,078-99.5% | $13,986-99.4% | $11,250-99.3% |