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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 | $183,516-93.6% | $155,534-92.4% | $145,884-91.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.11% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,419 | $5,315-73.3% | $4,675-69.7% | $4,662-69.6% |
| Participant deferral / active EE | $3,546 | $6,467-45.2% | $5,630-37.0% | $6,690-47.0% |
| Admin fee / account holder | $94 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |