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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 | $17,272 | $175,231-90.1% | $149,696-88.5% | $139,466-87.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.28% | 166.77%-149.5pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,795 | $5,478-67.2% | $4,821-62.8% | $4,754-62.2% |
| Participant deferral / active EE | $4,129 | $6,521-36.7% | $5,682-27.3% | $6,712-38.5% |
| Admin fee / account holder | $76 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |