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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 | $16,574 | $168,635-90.2% | $147,617-88.8% | $125,389-86.8% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 7.29% | 77.65%-70.4pp | 61.98%-54.7pp | 282.24%-274.9pp |
| Employer contribution / active EE | $5,714 | $6,252-8.6% | $5,564+2.7% | $4,866+17.4% |
| Participant deferral / active EE | $8,371 | $5,507+52.0% | $4,895+71.0% | $5,352+56.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |