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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 | $25,521 | $197,625-87.1% | $177,840-85.6% | $158,966-83.9% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.7%-8.6pp | 82.0%-2.8pp |
| Annual return | 37.40% | 58.76%-21.4pp | 48.32%-10.9pp | 302.95%-265.5pp |
| Employer contribution / active EE | $5,820 | $6,698-13.1% | $5,919-1.7% | $4,762+22.2% |
| Participant deferral / active EE | $6,198 | $8,405-26.3% | $7,714-19.6% | $5,983+3.6% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |