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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 | $28,766 | $209,422-86.3% | $178,503-83.9% | $158,982-81.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 24.65% | 188.81%-164.2pp | 151.12%-126.5pp | 302.99%-278.3pp |
| Employer contribution / active EE | $1,839 | $5,707-67.8% | $5,011-63.3% | $4,763-61.4% |
| Participant deferral / active EE | $5,390 | $5,955-9.5% | $5,202+3.6% | $5,983-9.9% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |