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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 | $18,223 | $185,883-90.2% | $170,043-89.3% | $139,466-86.9% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 51.68% | 60.54%-8.9pp | 53.40%-1.7pp | 373.66%-322.0pp |
| Employer contribution / active EE | $1,720 | $7,596-77.4% | $6,790-74.7% | $4,754-63.8% |
| Participant deferral / active EE | $6,120 | $11,626-47.4% | $10,410-41.2% | $6,712-8.8% |
| Admin fee / account holder | $253 | $15,393-98.4% | $12,824-98.0% | $11,409-97.8% |