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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 | $24,843 | $209,425-88.1% | $178,499-86.1% | $158,966-84.4% |
| Participation rate | 89.5% | 86.4%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 21.31% | 188.80%-167.5pp | 151.10%-129.8pp | 302.95%-281.6pp |
| Employer contribution / active EE | $1,639 | $5,707-71.3% | $5,011-67.3% | $4,762-65.6% |
| Participant deferral / active EE | $3,308 | $5,955-44.5% | $5,202-36.4% | $5,983-44.7% |
| Admin fee / account holder | $233 | $17,078-98.6% | $13,986-98.3% | $11,250-97.9% |