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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 | $10,468 | $209,428-95.0% | $178,498-94.1% | $158,950-93.4% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 40.14% | 188.78%-148.6pp | 151.09%-111.0pp | 302.91%-262.8pp |
| Employer contribution / active EE | $2,128 | $5,707-62.7% | $5,011-57.5% | $4,762-55.3% |
| Participant deferral / active EE | $3,461 | $5,955-41.9% | $5,202-33.5% | $5,983-42.1% |
| Admin fee / account holder | $252 | $17,077-98.5% | $13,985-98.2% | $11,248-97.8% |