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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 | $14,490 | $112,131-87.1% | $95,964-84.9% | $158,982-90.9% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 31.93% | 171.19%-139.3pp | 91.64%-59.7pp | 302.99%-271.1pp |
| Employer contribution / active EE | $2,735 | $3,199-14.5% | $2,541+7.6% | $4,763-42.6% |
| Participant deferral / active EE | $2,981 | $4,784-37.7% | $4,167-28.5% | $5,983-50.2% |
| Admin fee / account holder | $82 | $10,136-99.2% | $6,797-98.8% | $11,252-99.3% |