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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 | $17,504 | $166,268-89.5% | $165,100-89.4% | $145,897-88.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.00% | 100.52%-89.5pp | 70.21%-59.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,410 | $5,284-73.3% | $4,348-67.6% | $4,663-69.8% |
| Participant deferral / active EE | $2,223 | $6,964-68.1% | $6,035-63.2% | $6,689-66.8% |
| Admin fee / account holder | $97 | $16,659-99.4% | $12,696-99.2% | $13,390-99.3% |