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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 | $20,443 | $209,425-90.2% | $178,499-88.5% | $158,966-87.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 23.92% | 188.80%-164.9pp | 151.10%-127.2pp | 302.95%-279.0pp |
| Employer contribution / active EE | $1,570 | $5,707-72.5% | $5,011-68.7% | $4,762-67.0% |
| Participant deferral / active EE | $3,951 | $5,955-33.6% | $5,202-24.0% | $5,983-34.0% |
| Admin fee / account holder | $225 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |