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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 | $22,919 | $202,345-88.7% | $172,755-86.7% | $152,885-85.0% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 22.02% | 1029.77%-1007.8pp | 802.94%-780.9pp | 345.39%-323.4pp |
| Employer contribution / active EE | $2,294 | $5,858-60.8% | $5,144-55.4% | $4,763-51.8% |
| Participant deferral / active EE | $3,422 | $5,948-42.5% | $5,198-34.2% | $5,851-41.5% |
| Admin fee / account holder | $131 | $17,111-99.2% | $13,955-99.1% | $11,598-98.9% |