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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 | $17,536 | $165,381-89.4% | $149,730-88.3% | $158,966-89.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 22.58% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.4pp |
| Employer contribution / active EE | $1,452 | $5,104-71.6% | $4,645-68.7% | $4,762-69.5% |
| Participant deferral / active EE | $2,502 | $7,182-65.2% | $6,843-63.4% | $5,983-58.2% |
| Admin fee / account holder | $45 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |