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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 | $13,550 | $165,361-91.8% | $149,715-90.9% | $158,950-91.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 61.70% | 348.24%-286.5pp | 276.66%-215.0pp | 302.91%-241.2pp |
| Employer contribution / active EE | $1,677 | $5,103-67.1% | $4,645-63.9% | $4,762-64.8% |
| Participant deferral / active EE | $6,734 | $7,182-6.2% | $6,842-1.6% | $5,983+12.6% |
| Admin fee / account holder | $173 | $10,808-98.4% | $9,310-98.1% | $11,248-98.5% |