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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 | $17,020 | $160,028-89.4% | $147,080-88.4% | $145,884-88.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.82% | 98.60%-79.8pp | 420.17%-401.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $2,146 | $5,286-59.4% | $4,933-56.5% | $4,662-54.0% |
| Participant deferral / active EE | $3,341 | $8,422-60.3% | $8,066-58.6% | $6,690-50.1% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |