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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 | $27,309 | $209,422-87.0% | $178,503-84.7% | $158,982-82.8% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 31.56% | 188.81%-157.2pp | 151.12%-119.6pp | 302.99%-271.4pp |
| Employer contribution / active EE | $1,898 | $5,707-66.7% | $5,011-62.1% | $4,763-60.2% |
| Participant deferral / active EE | $2,697 | $5,955-54.7% | $5,202-48.2% | $5,983-54.9% |
| Admin fee / account holder | $14 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |