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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 | $25,880 | $209,422-87.6% | $178,503-85.5% | $158,982-83.7% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 21.88% | 188.81%-166.9pp | 151.12%-129.2pp | 302.99%-281.1pp |
| Employer contribution / active EE | $3,188 | $5,707-44.1% | $5,011-36.4% | $4,763-33.1% |
| Participant deferral / active EE | $3,384 | $5,955-43.2% | $5,202-34.9% | $5,983-43.4% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |