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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 | $26,742 | $209,422-87.2% | $178,503-85.0% | $158,982-83.2% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 30.00% | 188.81%-158.8pp | 151.12%-121.1pp | 302.99%-273.0pp |
| Employer contribution / active EE | $1,230 | $5,707-78.5% | $5,011-75.5% | $4,763-74.2% |
| Participant deferral / active EE | $3,882 | $5,955-34.8% | $5,202-25.4% | $5,983-35.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |