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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 | $11,484 | $101,063-88.6% | $81,473-85.9% | $147,586-92.2% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 174.56% | 32.41%+142.2pp | 38.78%+135.8pp | 578.59%-404.0pp |
| Employer contribution / active EE | $1,718 | $3,206-46.4% | $2,568-33.1% | $4,876-64.8% |
| Participant deferral / active EE | $7,215 | $4,242+70.1% | $3,537+104.0% | $5,439+32.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |