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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 | $10,209 | $85,766-88.1% | $136,298-92.5% | $70,126-85.4% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 72.67% | 31.46%+41.2pp | 5156.27%-5083.6pp | 73.15%-0.5pp |
| Employer contribution / active EE | $2,748 | $2,966-7.3% | $4,696-41.5% | $2,343+17.3% |
| Participant deferral / active EE | $5,693 | $5,051+12.7% | $6,247-8.9% | $3,332+70.9% |
| Admin fee / account holder | $126 | $5,421-97.7% | $9,244-98.6% | $4,645-97.3% |