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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 | $23,425 | $202,342-88.4% | $172,753-86.4% | $152,909-84.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 36.00% | 1029.88%-993.9pp | 803.00%-767.0pp | 345.46%-309.5pp |
| Employer contribution / active EE | $2,188 | $5,857-62.6% | $5,144-57.5% | $4,764-54.1% |
| Participant deferral / active EE | $3,481 | $5,948-41.5% | $5,198-33.0% | $5,851-40.5% |
| Admin fee / account holder | $16 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |