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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 | $9,349 | $198,457-95.3% | $170,435-94.5% | $147,586-93.7% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 77.53% | 257.30%-179.8pp | 205.94%-128.4pp | 578.59%-501.1pp |
| Employer contribution / active EE | $3,856 | $6,183-37.6% | $5,432-29.0% | $4,876-20.9% |
| Participant deferral / active EE | $2,312 | $5,629-58.9% | $4,939-53.2% | $5,439-57.5% |
| Admin fee / account holder | $23 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |