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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 | $14,231 | $165,399-91.4% | $149,745-90.5% | $158,982-91.0% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 33.40% | 348.34%-314.9pp | 276.72%-243.3pp | 302.99%-269.6pp |
| Employer contribution / active EE | $2,311 | $5,105-54.7% | $4,646-50.3% | $4,763-51.5% |
| Participant deferral / active EE | $2,886 | $7,183-59.8% | $6,843-57.8% | $5,983-51.8% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |