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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 | $13,987 | $202,342-93.1% | $172,752-91.9% | $152,897-90.9% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 28.68% | 1029.83%-1001.1pp | 802.97%-774.3pp | 345.43%-316.7pp |
| Employer contribution / active EE | $1,498 | $5,858-74.4% | $5,144-70.9% | $4,764-68.5% |
| Participant deferral / active EE | $6,125 | $5,948+3.0% | $5,198+17.8% | $5,851+4.7% |
| Admin fee / account holder | $37 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |