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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 | $5,751 | $63,346-90.9% | $92,240-93.8% | $70,126-91.8% |
| Participation rate | 87.9% | 68.7%+19.2pp | 76.5%+11.4pp | 69.5%+18.3pp |
| Annual return | 369.54% | 530.19%-160.7pp | 176.29%+193.2pp | 73.15%+296.4pp |
| Employer contribution / active EE | $3,989 | $2,471+61.4% | $3,680+8.4% | $2,343+70.3% |
| Participant deferral / active EE | $1,438 | $2,854-49.6% | $3,897-63.1% | $3,332-56.8% |
| Admin fee / account holder | $144 | $3,841-96.3% | $5,194-97.2% | $4,645-96.9% |