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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 | $13,446 | $107,363-87.5% | $92,909-85.5% | $152,897-91.2% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 25.46% | 145.63%-120.2pp | 109.44%-84.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,709 | $4,222-59.5% | $3,653-53.2% | $4,764-64.1% |
| Participant deferral / active EE | $2,639 | $4,848-45.6% | $4,238-37.7% | $5,851-54.9% |
| Admin fee / account holder | $16 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |