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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 | $11,649 | $144,130-91.9% | $117,861-90.1% | $147,586-92.1% |
| Participation rate | 95.7% | 83.4%+12.2pp | 79.7%+16.0pp | 82.8%+12.8pp |
| Annual return | 20.22% | 531.20%-511.0pp | 335.11%-314.9pp | 578.59%-558.4pp |
| Employer contribution / active EE | $2,226 | $4,897-54.5% | $3,786-41.2% | $4,876-54.4% |
| Participant deferral / active EE | $1,762 | $5,316-66.9% | $4,482-60.7% | $5,439-67.6% |
| Admin fee / account holder | $264 | $10,887-97.6% | $8,021-96.7% | $10,886-97.6% |