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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 | $15,367 | $148,623-89.7% | $135,974-88.7% | $139,466-89.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 24.50% | 79.30%-54.8pp | 68.30%-43.8pp | 373.66%-349.2pp |
| Employer contribution / active EE | $1,101 | $5,246-79.0% | $4,859-77.3% | $4,754-76.8% |
| Participant deferral / active EE | $7,765 | $8,103-4.2% | $7,760+0.1% | $6,712+15.7% |
| Admin fee / account holder | $232 | $12,406-98.1% | $10,767-97.8% | $11,409-98.0% |