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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 | $13,623 | $148,623-90.8% | $135,974-90.0% | $139,466-90.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 26.06% | 79.30%-53.2pp | 68.30%-42.2pp | 373.66%-347.6pp |
| Employer contribution / active EE | $2,720 | $5,246-48.2% | $4,859-44.0% | $4,754-42.8% |
| Participant deferral / active EE | $4,979 | $8,103-38.6% | $7,760-35.8% | $6,712-25.8% |
| Admin fee / account holder | $92 | $12,406-99.3% | $10,767-99.1% | $11,409-99.2% |