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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 | $12,853 | $176,105-92.7% | $159,474-91.9% | $167,536-92.3% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.69% | 331.91%-314.2pp | 263.68%-246.0pp | 478.82%-461.1pp |
| Employer contribution / active EE | $2,255 | $5,299-57.4% | $4,831-53.3% | $4,839-53.4% |
| Participant deferral / active EE | $8,739 | $7,751+12.7% | $7,353+18.8% | $6,342+37.8% |
| Admin fee / account holder | $44 | $12,559-99.6% | $10,802-99.6% | $12,315-99.6% |