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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 | $13,139 | $198,462-93.4% | $170,439-92.3% | $147,585-91.1% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 16.71% | 257.30%-240.6pp | 205.94%-189.2pp | 578.58%-561.9pp |
| Employer contribution / active EE | $4,864 | $6,184-21.3% | $5,433-10.5% | $4,876-0.3% |
| Participant deferral / active EE | $2,422 | $5,629-57.0% | $4,939-51.0% | $5,439-55.5% |
| Admin fee / account holder | $42 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |