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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 | $13,064 | $64,324-79.7% | $118,946-89.0% | $79,852-83.6% |
| Participation rate | 94.7% | 64.9%+29.9pp | 75.4%+19.3pp | 69.6%+25.1pp |
| Annual return | 42.68% | 86.45%-43.8pp | 35.89%+6.8pp | 31.72%+11.0pp |
| Employer contribution / active EE | $2,801 | $1,836+52.5% | $3,263-14.2% | $2,471+13.3% |
| Participant deferral / active EE | $4,291 | $2,824+52.0% | $4,266+0.6% | $3,740+14.7% |
| Admin fee / account holder | $178 | $4,040-95.6% | $6,581-97.3% | $5,306-96.7% |