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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 | $9,302 | $160,070-94.2% | $147,117-93.7% | $145,897-93.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.12% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,398 | $5,285-73.5% | $4,932-71.7% | $4,663-70.0% |
| Participant deferral / active EE | $2,746 | $8,419-67.4% | $8,065-65.9% | $6,689-58.9% |
| Admin fee / account holder | $291 | $15,035-98.1% | $12,993-97.8% | $13,390-97.8% |