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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 | $26,086 | $202,342-87.1% | $172,753-84.9% | $152,909-82.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 17.81% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.6pp |
| Employer contribution / active EE | $4,948 | $5,857-15.5% | $5,144-3.8% | $4,764+3.9% |
| Participant deferral / active EE | $2,512 | $5,948-57.8% | $5,198-51.7% | $5,851-57.1% |
| Admin fee / account holder | $271 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |