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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 | $19,454 | $176,105-89.0% | $159,474-87.8% | $167,536-88.4% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 27.05% | 331.91%-304.9pp | 263.68%-236.6pp | 478.82%-451.8pp |
| Employer contribution / active EE | $1,579 | $5,299-70.2% | $4,831-67.3% | $4,839-67.4% |
| Participant deferral / active EE | $2,732 | $7,751-64.8% | $7,353-62.8% | $6,342-56.9% |
| Admin fee / account holder | $18 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |