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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 | $12,242 | $166,268-92.6% | $165,100-92.6% | $145,897-91.6% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 14.82% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,073 | $5,284-60.8% | $4,348-52.3% | $4,663-55.5% |
| Participant deferral / active EE | $2,695 | $6,964-61.3% | $6,035-55.3% | $6,689-59.7% |
| Admin fee / account holder | $43 | $16,659-99.7% | $12,696-99.7% | $13,390-99.7% |