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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 | $11,561 | $209,425-94.5% | $178,499-93.5% | $158,966-92.7% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 153.53% | 188.80%-35.3pp | 151.10%+2.4pp | 302.95%-149.4pp |
| Employer contribution / active EE | $2,110 | $5,707-63.0% | $5,011-57.9% | $4,762-55.7% |
| Participant deferral / active EE | $3,563 | $5,955-40.2% | $5,202-31.5% | $5,983-40.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |