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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 | $14,952 | $144,130-89.6% | $117,861-87.3% | $147,586-89.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 25.72% | 531.20%-505.5pp | 335.11%-309.4pp | 578.59%-552.9pp |
| Employer contribution / active EE | $982 | $4,897-80.0% | $3,786-74.1% | $4,876-79.9% |
| Participant deferral / active EE | $3,072 | $5,316-42.2% | $4,482-31.5% | $5,439-43.5% |
| Admin fee / account holder | $3 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |