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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 | $13,901 | $148,623-90.6% | $135,974-89.8% | $139,466-90.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 23.81% | 79.30%-55.5pp | 68.30%-44.5pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,908 | $5,246-63.6% | $4,859-60.7% | $4,754-59.9% |
| Participant deferral / active EE | $3,656 | $8,103-54.9% | $7,760-52.9% | $6,712-45.5% |
| Admin fee / account holder | $145 | $12,406-98.8% | $10,767-98.7% | $11,409-98.7% |