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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 | $21,066 | $209,425-89.9% | $178,499-88.2% | $158,966-86.7% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 14.93% | 188.80%-173.9pp | 151.10%-136.2pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,468 | $5,707-74.3% | $5,011-70.7% | $4,762-69.2% |
| Participant deferral / active EE | $9,554 | $5,955+60.4% | $5,202+83.7% | $5,983+59.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |