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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 | $14,501 | $225,673-93.6% | $203,872-92.9% | $155,188-90.7% |
| Participation rate | 92.9% | 80.3%+12.5pp | 77.8%+15.1pp | 80.8%+12.1pp |
| Annual return | 26.70% | 95.91%-69.2pp | 85.11%-58.4pp | 148.84%-122.1pp |
| Employer contribution / active EE | $2,894 | $4,099-29.4% | $3,757-23.0% | $4,248-31.9% |
| Participant deferral / active EE | $4,033 | $6,893-41.5% | $6,388-36.9% | $6,531-38.3% |
| Admin fee / account holder | $44 | $12,327-99.6% | $11,730-99.6% | $14,480-99.7% |