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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 | $21,347 | $217,427-90.2% | $185,837-88.5% | $167,518-87.3% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 40.27% | 148.39%-108.1pp | 122.08%-81.8pp | 478.71%-438.4pp |
| Employer contribution / active EE | $2,236 | $5,874-61.9% | $5,168-56.7% | $4,838-53.8% |
| Participant deferral / active EE | $6,163 | $6,357-3.1% | $5,568+10.7% | $6,342-2.8% |
| Admin fee / account holder | $91 | $19,816-99.5% | $16,241-99.4% | $12,312-99.3% |