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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 | $13,497 | $178,174-92.4% | $156,181-91.4% | $137,256-90.2% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 32.22% | 84.19%-52.0pp | 64.87%-32.6pp | 220.34%-188.1pp |
| Employer contribution / active EE | $2,784 | $4,972-44.0% | $4,294-35.2% | $4,156-33.0% |
| Participant deferral / active EE | $5,913 | $6,888-14.1% | $6,132-3.6% | $6,407-7.7% |
| Admin fee / account holder | $194 | $17,404-98.9% | $14,586-98.7% | $12,270-98.4% |