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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 | $28,952 | $168,636-82.8% | $147,618-80.4% | $125,388-76.9% |
| Participation rate | 95.7% | 88.8%+6.9pp | 84.6%+11.0pp | 83.2%+12.5pp |
| Annual return | 3.40% | 77.65%-74.2pp | 61.98%-58.6pp | 282.24%-278.8pp |
| Employer contribution / active EE | $1,915 | $6,252-69.4% | $5,565-65.6% | $4,866-60.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $188 | $13,580-98.6% | $11,612-98.4% | $9,541-98.0% |