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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 | $15,978 | $183,592-91.3% | $155,567-89.7% | $145,959-89.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 20.19% | 61.24%-41.0pp | 64.74%-44.5pp | 561.95%-541.8pp |
| Employer contribution / active EE | $2,204 | $5,315-58.5% | $4,674-52.9% | $4,661-52.7% |
| Participant deferral / active EE | $2,551 | $6,464-60.5% | $5,628-54.7% | $6,689-61.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |