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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 | $27,585 | $162,821-83.1% | $133,978-79.4% | $158,982-82.6% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 19.65% | 41.95%-22.3pp | 45.10%-25.5pp | 302.99%-283.3pp |
| Employer contribution / active EE | $2,789 | $4,976-44.0% | $3,919-28.8% | $4,763-41.4% |
| Participant deferral / active EE | $2,231 | $5,910-62.2% | $5,047-55.8% | $5,983-62.7% |
| Admin fee / account holder | $65 | $11,742-99.4% | $8,930-99.3% | $11,252-99.4% |