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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 | $18,519 | $217,427-91.5% | $185,837-90.0% | $167,518-88.9% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 13.13% | 148.39%-135.3pp | 122.08%-108.9pp | 478.71%-465.6pp |
| Employer contribution / active EE | $1,447 | $5,874-75.4% | $5,168-72.0% | $4,838-70.1% |
| Participant deferral / active EE | $2,709 | $6,357-57.4% | $5,568-51.4% | $6,342-57.3% |
| Admin fee / account holder | $117 | $19,816-99.4% | $16,241-99.3% | $12,312-99.0% |