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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 | $22,137 | $209,422-89.4% | $178,503-87.6% | $158,982-86.1% |
| Participation rate | 81.0% | 86.4%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 28.06% | 188.81%-160.7pp | 151.12%-123.1pp | 302.99%-274.9pp |
| Employer contribution / active EE | $2,025 | $5,707-64.5% | $5,011-59.6% | $4,763-57.5% |
| Participant deferral / active EE | $6,698 | $5,955+12.5% | $5,202+28.7% | $5,983+11.9% |
| Admin fee / account holder | $195 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |