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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 | $11,278 | $166,242-93.2% | $165,071-93.2% | $145,884-92.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.79% | 100.44%-85.7pp | 70.17%-55.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,298 | $5,283-56.5% | $4,347-47.2% | $4,662-50.7% |
| Participant deferral / active EE | $3,635 | $6,964-47.8% | $6,035-39.8% | $6,690-45.7% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |