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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 | $32,013 | $184,000-82.6% | $162,185-80.3% | $152,909-79.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 30.86% | 150.80%-119.9pp | 115.61%-84.7pp | 345.46%-314.6pp |
| Employer contribution / active EE | $4,443 | $6,370-30.3% | $5,613-20.8% | $4,764-6.7% |
| Participant deferral / active EE | $12,575 | $8,033+56.5% | $7,297+72.3% | $5,851+114.9% |
| Admin fee / account holder | $101 | $13,124-99.2% | $10,844-99.1% | $11,601-99.1% |