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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 | $14,182 | $88,672-84.0% | $105,223-86.5% | $82,448-82.8% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.2pp |
| Annual return | 25.26% | 30.86%-5.6pp | 180.65%-155.4pp | 41.64%-16.4pp |
| Employer contribution / active EE | $3,041 | $3,048-0.2% | $3,689-17.5% | $2,551+19.2% |
| Participant deferral / active EE | $3,661 | $4,036-9.3% | $5,072-27.8% | $4,139-11.6% |
| Admin fee / account holder | $29 | $7,146-99.6% | $8,859-99.7% | $7,234-99.6% |