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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 | $15,409 | $148,558-89.6% | $135,925-88.7% | $139,427-88.9% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 22.62% | 79.22%-56.6pp | 68.25%-45.6pp | 373.27%-350.6pp |
| Employer contribution / active EE | $2,649 | $5,244-49.5% | $4,857-45.5% | $4,752-44.2% |
| Participant deferral / active EE | $4,229 | $8,101-47.8% | $7,759-45.5% | $6,711-37.0% |
| Admin fee / account holder | $191 | $12,401-98.5% | $10,764-98.2% | $11,404-98.3% |