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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 | $15,738 | $165,399-90.5% | $149,745-89.5% | $158,982-90.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 27.45% | 348.34%-320.9pp | 276.72%-249.3pp | 302.99%-275.5pp |
| Employer contribution / active EE | $1,234 | $5,105-75.8% | $4,646-73.4% | $4,763-74.1% |
| Participant deferral / active EE | $4,962 | $7,183-30.9% | $6,843-27.5% | $5,983-17.1% |
| Admin fee / account holder | $70 | $10,811-99.4% | $9,312-99.2% | $11,252-99.4% |