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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 | $14,168 | $165,399-91.4% | $149,745-90.5% | $158,982-91.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 26.21% | 348.34%-322.1pp | 276.72%-250.5pp | 302.99%-276.8pp |
| Employer contribution / active EE | $2,430 | $5,105-52.4% | $4,646-47.7% | $4,763-49.0% |
| Participant deferral / active EE | $3,779 | $7,183-47.4% | $6,843-44.8% | $5,983-36.8% |
| Admin fee / account holder | $236 | $10,811-97.8% | $9,312-97.5% | $11,252-97.9% |