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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 | $16,951 | $160,040-89.4% | $147,096-88.5% | $145,877-88.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.56% | 98.49%-82.9pp | 419.75%-404.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,756 | $5,289-66.8% | $4,936-64.4% | $4,663-62.3% |
| Participant deferral / active EE | $4,339 | $8,429-48.5% | $8,071-46.2% | $6,691-35.2% |
| Admin fee / account holder | $202 | $15,050-98.7% | $13,005-98.4% | $13,402-98.5% |