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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 | $18,871 | $157,304-88.0% | $141,197-86.6% | $152,909-87.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 333.09% | 64.34%+268.8pp | 71.41%+261.7pp | 345.46%-12.4pp |
| Employer contribution / active EE | $5,082 | $5,263-3.4% | $4,736+7.3% | $4,764+6.7% |
| Participant deferral / active EE | $7,933 | $7,111+11.6% | $6,710+18.2% | $5,851+35.6% |
| Admin fee / account holder | $39 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |