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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 | $15,848 | $165,361-90.4% | $149,715-89.4% | $158,950-90.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 24.22% | 348.24%-324.0pp | 276.66%-252.4pp | 302.91%-278.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,015 | $7,182-30.2% | $6,842-26.7% | $5,983-16.2% |
| Admin fee / account holder | $89 | $10,808-99.2% | $9,310-99.0% | $11,248-99.2% |