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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 | $11,761 | $183,592-93.6% | $155,567-92.4% | $145,959-91.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.11% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,419 | $5,315-73.3% | $4,674-69.6% | $4,661-69.6% |
| Participant deferral / active EE | $3,546 | $6,464-45.2% | $5,628-37.0% | $6,689-47.0% |
| Admin fee / account holder | $94 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |