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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 | $6,056 | $209,422-97.1% | $178,503-96.6% | $158,982-96.2% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 117.66% | 188.81%-71.1pp | 151.12%-33.5pp | 302.99%-185.3pp |
| Employer contribution / active EE | $2,017 | $5,707-64.7% | $5,011-59.8% | $4,763-57.7% |
| Participant deferral / active EE | $2,801 | $5,955-53.0% | $5,202-46.2% | $5,983-53.2% |
| Admin fee / account holder | $12 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |