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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 | $15,059 | $175,259-91.4% | $149,723-89.9% | $139,487-89.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.25% | 166.82%-143.6pp | 134.50%-111.2pp | 373.84%-350.6pp |
| Employer contribution / active EE | $1,305 | $5,478-76.2% | $4,821-72.9% | $4,755-72.6% |
| Participant deferral / active EE | $3,277 | $6,522-49.8% | $5,682-42.3% | $6,713-51.2% |
| Admin fee / account holder | $274 | $16,158-98.3% | $13,215-97.9% | $11,407-97.6% |