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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 | $12,721 | $175,231-92.7% | $149,696-91.5% | $139,466-90.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.82% | 166.77%-144.9pp | 134.46%-112.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $2,080 | $5,478-62.0% | $4,821-56.8% | $4,754-56.2% |
| Participant deferral / active EE | $3,445 | $6,521-47.2% | $5,682-39.4% | $6,712-48.7% |
| Admin fee / account holder | $40 | $16,155-99.8% | $13,212-99.7% | $11,409-99.7% |