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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 | $11,394 | $97,732-88.3% | $83,831-86.4% | $135,380-91.6% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | 5.56% | 1287.56%-1282.0pp | 850.99%-845.4pp | 519.81%-514.2pp |
| Employer contribution / active EE | $2,542 | $4,222-39.8% | $3,631-30.0% | $4,779-46.8% |
| Participant deferral / active EE | $3,796 | $4,683-18.9% | $4,082-7.0% | $5,609-32.3% |
| Admin fee / account holder | $80 | $6,675-98.8% | $5,479-98.5% | $10,828-99.3% |