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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 | $30,758 | $202,342-84.8% | $172,753-82.2% | $152,909-79.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 24.35% | 1029.88%-1005.5pp | 803.00%-778.7pp | 345.46%-321.1pp |
| Employer contribution / active EE | $2,241 | $5,857-61.7% | $5,144-56.4% | $4,764-53.0% |
| Participant deferral / active EE | $3,982 | $5,948-33.1% | $5,198-23.4% | $5,851-31.9% |
| Admin fee / account holder | $258 | $17,112-98.5% | $13,956-98.1% | $11,601-97.8% |