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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 | $15,239 | $56,200-72.9% | $67,653-77.5% | $59,633-74.4% |
| Participation rate | 71.2% | 71.5%-0.3pp | 75.7%-4.5pp | 68.7%+2.5pp |
| Annual return | 48.78% | 18506.71%-18457.9pp | 6625.22%-6576.4pp | 2041.40%-1992.6pp |
| Employer contribution / active EE | $1,146 | $1,615-29.0% | $2,266-49.4% | $2,203-48.0% |
| Participant deferral / active EE | $4,676 | $2,843+64.5% | $3,560+31.4% | $3,192+46.5% |
| Admin fee / account holder | $160 | $3,959-95.9% | $4,821-96.7% | $4,297-96.3% |