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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 | $12,062 | $112,933-89.3% | $90,970-86.7% | $158,982-92.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 58.77% | 215.82%-157.1pp | 134.60%-75.8pp | 302.99%-244.2pp |
| Employer contribution / active EE | $494 | $2,893-82.9% | $2,122-76.7% | $4,763-89.6% |
| Participant deferral / active EE | $6,760 | $4,128+63.8% | $3,373+100.4% | $5,983+13.0% |
| Admin fee / account holder | $17 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |