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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 | $15,836 | $183,627-91.4% | $155,602-89.8% | $145,978-89.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.16% | 61.32%-39.2pp | 64.81%-42.6pp | 550.52%-528.4pp |
| Employer contribution / active EE | $3,516 | $5,316-33.9% | $4,675-24.8% | $4,662-24.6% |
| Participant deferral / active EE | $5,266 | $6,466-18.6% | $5,629-6.4% | $6,690-21.3% |
| Admin fee / account holder | $167 | $19,327-99.1% | $15,923-99.0% | $13,400-98.8% |