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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 | $7,011 | $154,193-95.5% | $130,045-94.6% | $139,466-95.0% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 34.83% | 32.51%+2.3pp | -137.30%+172.1pp | 373.66%-338.8pp |
| Employer contribution / active EE | $1,984 | $5,292-62.5% | $4,321-54.1% | $4,754-58.3% |
| Participant deferral / active EE | $2,395 | $6,709-64.3% | $5,820-58.8% | $6,712-64.3% |
| Admin fee / account holder | $29 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |