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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 | $18,650 | $217,432-91.4% | $185,849-90.0% | $167,536-88.9% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.48% | 148.42%-131.9pp | 122.10%-105.6pp | 478.82%-462.3pp |
| Employer contribution / active EE | $2,119 | $5,875-63.9% | $5,169-59.0% | $4,839-56.2% |
| Participant deferral / active EE | $2,576 | $6,357-59.5% | $5,569-53.7% | $6,342-59.4% |
| Admin fee / account holder | $74 | $19,818-99.6% | $16,244-99.5% | $12,315-99.4% |