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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 | $15,263 | $217,432-93.0% | $185,849-91.8% | $167,536-90.9% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 21.95% | 148.42%-126.5pp | 122.10%-100.1pp | 478.82%-456.9pp |
| Employer contribution / active EE | $1,311 | $5,875-77.7% | $5,169-74.6% | $4,839-72.9% |
| Participant deferral / active EE | $4,205 | $6,357-33.9% | $5,569-24.5% | $6,342-33.7% |
| Admin fee / account holder | $54 | $19,818-99.7% | $16,244-99.7% | $12,315-99.6% |