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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 | $13,949 | $63,346-78.0% | $92,239-84.9% | $70,124-80.1% |
| Participation rate | 94.6% | 68.7%+25.9pp | 76.5%+18.1pp | 69.5%+25.1pp |
| Annual return | 14.58% | 530.19%-515.6pp | 176.29%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,810 | $2,471-26.7% | $3,680-50.8% | $2,342-22.7% |
| Participant deferral / active EE | $3,739 | $2,854+31.0% | $3,897-4.1% | $3,332+12.2% |
| Admin fee / account holder | $142 | $3,841-96.3% | $5,194-97.3% | $4,645-96.9% |