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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 | $15,676 | $112,933-86.1% | $90,970-82.8% | $158,982-90.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 30.35% | 215.82%-185.5pp | 134.60%-104.2pp | 302.99%-272.6pp |
| Employer contribution / active EE | $1,520 | $2,893-47.5% | $2,122-28.3% | $4,763-68.1% |
| Participant deferral / active EE | $3,547 | $4,128-14.1% | $3,373+5.2% | $5,983-40.7% |
| Admin fee / account holder | $45 | $8,047-99.4% | $5,961-99.2% | $11,252-99.6% |