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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 | $11,604 | $226,105-94.9% | $182,540-93.6% | $152,897-92.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 27.98% | 192.58%-164.6pp | 148.58%-120.6pp | 345.43%-317.4pp |
| Employer contribution / active EE | $5,542 | $4,978+11.3% | $4,076+36.0% | $4,764+16.3% |
| Participant deferral / active EE | $9,972 | $6,370+56.6% | $5,525+80.5% | $5,851+70.4% |
| Admin fee / account holder | $59 | $10,706-99.4% | $8,593-99.3% | $11,599-99.5% |