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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 | $22,429 | $198,461-88.7% | $170,436-86.8% | $147,585-84.8% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 14.01% | 257.30%-243.3pp | 205.94%-191.9pp | 578.57%-564.6pp |
| Employer contribution / active EE | $3,225 | $6,184-47.8% | $5,433-40.6% | $4,876-33.9% |
| Participant deferral / active EE | $6,642 | $5,629+18.0% | $4,939+34.5% | $5,439+22.1% |
| Admin fee / account holder | $162 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |