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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 | $15,075 | $165,399-90.9% | $149,745-89.9% | $158,982-90.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 75.72% | 348.34%-272.6pp | 276.72%-201.0pp | 302.99%-227.3pp |
| Employer contribution / active EE | $1,978 | $5,105-61.3% | $4,646-57.4% | $4,763-58.5% |
| Participant deferral / active EE | $9,235 | $7,183+28.6% | $6,843+35.0% | $5,983+54.3% |
| Admin fee / account holder | $59 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |