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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 | $19,956 | $98,766-79.8% | $149,730-86.7% | $79,852-75.0% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 207.83% | 27.43%+180.4pp | 276.70%-68.9pp | 31.72%+176.1pp |
| Employer contribution / active EE | $3,628 | $3,217+12.8% | $4,645-21.9% | $2,471+46.8% |
| Participant deferral / active EE | $7,043 | $5,681+24.0% | $6,843+2.9% | $3,740+88.3% |
| Admin fee / account holder | $82 | $6,052-98.6% | $9,310-99.1% | $5,306-98.5% |