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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 | $30,392 | $209,422-85.5% | $178,503-83.0% | $158,982-80.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 33.25% | 188.81%-155.6pp | 151.12%-117.9pp | 302.99%-269.7pp |
| Employer contribution / active EE | $1,584 | $5,707-72.2% | $5,011-68.4% | $4,763-66.7% |
| Participant deferral / active EE | $9,050 | $5,955+52.0% | $5,202+74.0% | $5,983+51.3% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |