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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 | $13,470 | $99,345-86.4% | $84,753-84.1% | $273,972-95.1% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 61.74% | 22.93%+38.8pp | 22.78%+39.0pp | 41.46%+20.3pp |
| Employer contribution / active EE | $2,607 | $4,214-38.1% | $3,574-27.1% | $4,869-46.5% |
| Participant deferral / active EE | $2,697 | $4,270-36.8% | $3,712-27.3% | $5,287-49.0% |
| Admin fee / account holder | $176 | $6,645-97.3% | $5,333-96.7% | $10,133-98.3% |