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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 | $9,109 | $106,247-91.4% | $96,515-90.6% | $139,466-93.5% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.3%+12.0pp | 80.3%+6.0pp |
| Annual return | 306.08% | 38.47%+267.6pp | 35.73%+270.3pp | 373.66%-67.6pp |
| Employer contribution / active EE | $2,859 | $4,106-30.4% | $3,740-23.6% | $4,754-39.9% |
| Participant deferral / active EE | $4,339 | $5,456-20.5% | $4,880-11.1% | $6,712-35.4% |
| Admin fee / account holder | $165 | $7,885-97.9% | $6,735-97.5% | $11,409-98.6% |