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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 | $14,962 | $155,833-90.4% | $124,693-88.0% | $167,536-91.1% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 10.66% | 17.98%-7.3pp | 5144.19%-5133.5pp | 478.82%-468.2pp |
| Employer contribution / active EE | $2,689 | $4,164-35.4% | $3,324-19.1% | $4,839-44.4% |
| Participant deferral / active EE | $2,689 | $5,675-52.6% | $4,615-41.7% | $6,342-57.6% |
| Admin fee / account holder | $226 | $9,534-97.6% | $7,494-97.0% | $12,315-98.2% |