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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 | $16,708 | $176,105-90.5% | $159,474-89.5% | $167,536-90.0% |
| Participation rate | 90.5% | 85.0%+5.5pp | 82.8%+7.6pp | 82.1%+8.4pp |
| Annual return | 16.47% | 331.91%-315.4pp | 263.68%-247.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $5,703 | $5,299+7.6% | $4,831+18.0% | $4,839+17.8% |
| Participant deferral / active EE | $6,611 | $7,751-14.7% | $7,353-10.1% | $6,342+4.2% |
| Admin fee / account holder | $16 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |