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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 | $13,341 | $157,304-91.5% | $141,197-90.6% | $152,909-91.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 26.74% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,508 | $5,263-71.3% | $4,736-68.2% | $4,764-68.3% |
| Participant deferral / active EE | $2,725 | $7,111-61.7% | $6,710-59.4% | $5,851-53.4% |
| Admin fee / account holder | $149 | $12,126-98.8% | $10,265-98.6% | $11,601-98.7% |