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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 | $14,098 | $115,810-87.8% | $101,271-86.1% | $158,966-91.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 91.41% | 56.15%+35.3pp | 46.48%+44.9pp | 302.95%-211.5pp |
| Employer contribution / active EE | $3,129 | $4,175-25.1% | $3,660-14.5% | $4,762-34.3% |
| Participant deferral / active EE | $5,478 | $4,958+10.5% | $4,371+25.3% | $5,983-8.4% |
| Admin fee / account holder | $18 | $7,248-99.8% | $5,948-99.7% | $11,250-99.8% |