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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 | $15,145 | $175,259-91.4% | $149,723-89.9% | $139,487-89.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 23.10% | 166.82%-143.7pp | 134.50%-111.4pp | 373.84%-350.7pp |
| Employer contribution / active EE | $1,440 | $5,478-73.7% | $4,821-70.1% | $4,755-69.7% |
| Participant deferral / active EE | $4,063 | $6,522-37.7% | $5,682-28.5% | $6,713-39.5% |
| Admin fee / account holder | $92 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |