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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 | $11,144 | $126,519-91.2% | $106,201-89.5% | $145,959-92.4% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 23.24% | 225.10%-201.9pp | 116.26%-93.0pp | 561.95%-538.7pp |
| Employer contribution / active EE | $1,178 | $3,726-68.4% | $3,170-62.8% | $4,661-74.7% |
| Participant deferral / active EE | $1,601 | $5,716-72.0% | $5,012-68.1% | $6,689-76.1% |
| Admin fee / account holder | $235 | $17,312-98.6% | $11,039-97.9% | $13,398-98.2% |