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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 | $22,770 | $209,428-89.1% | $178,498-87.2% | $158,950-85.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 13.53% | 188.78%-175.3pp | 151.09%-137.6pp | 302.91%-289.4pp |
| Employer contribution / active EE | $1,451 | $5,707-74.6% | $5,011-71.1% | $4,762-69.5% |
| Participant deferral / active EE | $2,239 | $5,955-62.4% | $5,202-57.0% | $5,983-62.6% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |