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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 | $15,450 | $112,131-86.2% | $95,964-83.9% | $158,982-90.3% |
| Participation rate | 94.7% | 79.0%+15.7pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 41.37% | 171.19%-129.8pp | 91.64%-50.3pp | 302.99%-261.6pp |
| Employer contribution / active EE | $2,355 | $3,199-26.4% | $2,541-7.3% | $4,763-50.6% |
| Participant deferral / active EE | $6,672 | $4,784+39.5% | $4,167+60.1% | $5,983+11.5% |
| Admin fee / account holder | $238 | $10,136-97.6% | $6,797-96.5% | $11,252-97.9% |