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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 | $23,160 | $95,404-75.7% | $113,397-79.6% | $82,637-72.0% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.5%+19.3pp | 68.1%+27.8pp |
| Annual return | 73.20% | 19.08%+54.1pp | 23.20%+50.0pp | 53.51%+19.7pp |
| Employer contribution / active EE | $3,684 | $2,307+59.7% | $2,977+23.7% | $2,552+44.3% |
| Participant deferral / active EE | $7,315 | $4,220+73.4% | $5,076+44.1% | $4,126+77.3% |
| Admin fee / account holder | $256 | $9,168-97.2% | $11,957-97.9% | $7,339-96.5% |