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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 | $19,214 | $98,766-80.5% | $149,730-87.2% | $79,852-75.9% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 168.44% | 27.43%+141.0pp | 276.70%-108.3pp | 31.72%+136.7pp |
| Employer contribution / active EE | $5,449 | $3,217+69.4% | $4,645+17.3% | $2,471+120.5% |
| Participant deferral / active EE | $4,469 | $5,681-21.3% | $6,843-34.7% | $3,740+19.5% |
| Admin fee / account holder | $170 | $6,052-97.2% | $9,310-98.2% | $5,306-96.8% |