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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 | $24,023 | $185,883-87.1% | $170,043-85.9% | $139,466-82.8% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 29.01% | 60.54%-31.5pp | 53.40%-24.4pp | 373.66%-344.7pp |
| Employer contribution / active EE | $3,122 | $7,596-58.9% | $6,790-54.0% | $4,754-34.3% |
| Participant deferral / active EE | $4,838 | $11,626-58.4% | $10,410-53.5% | $6,712-27.9% |
| Admin fee / account holder | $78 | $15,393-99.5% | $12,824-99.4% | $11,409-99.3% |