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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 | $18,060 | $180,462-90.0% | $154,111-88.3% | $135,379-86.7% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | 52.36% | 888.17%-835.8pp | 735.18%-682.8pp | 519.79%-467.4pp |
| Employer contribution / active EE | $1,511 | $6,036-75.0% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $3,847 | $5,806-33.7% | $5,081-24.3% | $5,609-31.4% |
| Admin fee / account holder | $115 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |