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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 | $23,036 | $217,432-89.4% | $185,851-87.6% | $167,553-86.3% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.16% | 148.43%-129.3pp | 122.11%-102.9pp | 478.89%-459.7pp |
| Employer contribution / active EE | $5,518 | $5,874-6.1% | $5,168+6.8% | $4,840+14.0% |
| Participant deferral / active EE | $3,054 | $6,357-52.0% | $5,569-45.2% | $6,343-51.9% |
| Admin fee / account holder | $13 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |