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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 | $14,318 | $217,432-93.4% | $185,849-92.3% | $167,536-91.5% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 20.92% | 148.42%-127.5pp | 122.10%-101.2pp | 478.82%-457.9pp |
| Employer contribution / active EE | $3,054 | $5,875-48.0% | $5,169-40.9% | $4,839-36.9% |
| Participant deferral / active EE | $8,131 | $6,357+27.9% | $5,569+46.0% | $6,342+28.2% |
| Admin fee / account holder | $89 | $19,818-99.5% | $16,244-99.5% | $12,315-99.3% |