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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 | $23,583 | $209,874-88.8% | $189,537-87.6% | $167,536-85.9% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 18.54% | 748.61%-730.1pp | 555.34%-536.8pp | 478.82%-460.3pp |
| Employer contribution / active EE | $2,598 | $6,913-62.4% | $6,161-57.8% | $4,839-46.3% |
| Participant deferral / active EE | $12,195 | $8,934+36.5% | $8,220+48.4% | $6,342+92.3% |
| Admin fee / account holder | $251 | $14,299-98.2% | $12,048-97.9% | $12,315-98.0% |