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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 | $15,238 | $105,198-85.5% | $159,455-90.4% | $85,856-82.3% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 12.68% | 45.08%-32.4pp | 263.63%-250.9pp | 318.58%-305.9pp |
| Employer contribution / active EE | $3,411 | $3,319+2.8% | $4,830-29.4% | $2,565+33.0% |
| Participant deferral / active EE | $4,345 | $5,946-26.9% | $7,353-40.9% | $3,952+9.9% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,800-100.0% | $6,261-100.0% |