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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 | $23,108 | $198,457-88.4% | $170,435-86.4% | $147,586-84.3% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 13.75% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $3,724 | $6,183-39.8% | $5,432-31.4% | $4,876-23.6% |
| Participant deferral / active EE | $4,022 | $5,629-28.6% | $4,939-18.6% | $5,439-26.1% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |