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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 | $15,988 | $175,259-90.9% | $149,723-89.3% | $139,487-88.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 19.97% | 166.82%-146.9pp | 134.50%-114.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,223 | $5,478-77.7% | $4,821-74.6% | $4,755-74.3% |
| Participant deferral / active EE | $2,384 | $6,522-63.4% | $5,682-58.1% | $6,713-64.5% |
| Admin fee / account holder | $28 | $16,158-99.8% | $13,215-99.8% | $11,407-99.8% |