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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 | $17,986 | $135,956-86.8% | $123,894-85.5% | $273,972-93.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 129.96% | 56.63%+73.3pp | 47.52%+82.4pp | 41.46%+88.5pp |
| Employer contribution / active EE | $1,461 | $5,170-71.7% | $4,617-68.4% | $4,869-70.0% |
| Participant deferral / active EE | $4,853 | $6,343-23.5% | $5,984-18.9% | $5,287-8.2% |
| Admin fee / account holder | $287 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |