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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 | $13,716 | $160,028-91.4% | $147,080-90.7% | $145,884-90.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 15.83% | 98.60%-82.8pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,206 | $5,286-58.3% | $4,933-55.3% | $4,662-52.7% |
| Participant deferral / active EE | $3,560 | $8,422-57.7% | $8,066-55.9% | $6,690-46.8% |
| Admin fee / account holder | $53 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |