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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 | $15,797 | $175,257-91.0% | $149,717-89.4% | $139,456-88.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 19.78% | 166.70%-146.9pp | 134.41%-114.6pp | 373.45%-353.7pp |
| Employer contribution / active EE | $2,691 | $5,477-50.9% | $4,820-44.2% | $4,753-43.4% |
| Participant deferral / active EE | $7,419 | $6,521+13.8% | $5,682+30.6% | $6,711+10.5% |
| Admin fee / account holder | $270 | $16,156-98.3% | $13,213-98.0% | $11,407-97.6% |