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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 | $16,795 | $228,395-92.6% | $185,861-91.0% | $158,982-89.4% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.7pp |
| Annual return | 30.25% | 40.82%-10.6pp | 35.96%-5.7pp | 302.99%-272.7pp |
| Employer contribution / active EE | $1,356 | $4,968-72.7% | $4,088-66.8% | $4,763-71.5% |
| Participant deferral / active EE | $1,845 | $6,417-71.3% | $5,634-67.3% | $5,983-69.2% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |