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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 | $12,002 | $183,516-93.5% | $155,534-92.3% | $145,884-91.8% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 14.04% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,781 | $5,315-66.5% | $4,675-61.9% | $4,662-61.8% |
| Participant deferral / active EE | $1,990 | $6,467-69.2% | $5,630-64.7% | $6,690-70.3% |
| Admin fee / account holder | $106 | $19,293-99.4% | $15,900-99.3% | $13,392-99.2% |