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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 | $12,731 | $107,363-88.1% | $92,909-86.3% | $152,897-91.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 28.06% | 145.63%-117.6pp | 109.44%-81.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $2,449 | $4,222-42.0% | $3,653-33.0% | $4,764-48.6% |
| Participant deferral / active EE | $4,069 | $4,848-16.1% | $4,238-4.0% | $5,851-30.5% |
| Admin fee / account holder | $163 | $7,082-97.7% | $5,795-97.2% | $11,599-98.6% |