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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 | $8,907 | $176,120-94.9% | $159,487-94.4% | $167,553-94.7% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.52% | 331.95%-315.4pp | 263.71%-247.2pp | 478.89%-462.4pp |
| Employer contribution / active EE | $1,306 | $5,299-75.4% | $4,831-73.0% | $4,840-73.0% |
| Participant deferral / active EE | $2,673 | $7,752-65.5% | $7,354-63.7% | $6,343-57.9% |
| Admin fee / account holder | $31 | $12,561-99.8% | $10,804-99.7% | $12,316-99.7% |