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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 | $15,538 | $85,766-81.9% | $136,298-88.6% | $70,126-77.8% |
| Participation rate | 97.7% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 40.53% | 31.46%+9.1pp | 5156.27%-5115.7pp | 73.15%-32.6pp |
| Employer contribution / active EE | $3,011 | $2,966+1.5% | $4,696-35.9% | $2,343+28.5% |
| Participant deferral / active EE | $4,565 | $5,051-9.6% | $6,247-26.9% | $3,332+37.0% |
| Admin fee / account holder | $104 | $5,421-98.1% | $9,244-98.9% | $4,645-97.8% |