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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 | $22,106 | $183,978-88.0% | $162,171-86.4% | $152,885-85.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 33.13% | 150.78%-117.7pp | 115.60%-82.5pp | 345.39%-312.3pp |
| Employer contribution / active EE | $2,463 | $6,370-61.3% | $5,613-56.1% | $4,763-48.3% |
| Participant deferral / active EE | $4,235 | $8,033-47.3% | $7,297-42.0% | $5,851-27.6% |
| Admin fee / account holder | $119 | $13,122-99.1% | $10,843-98.9% | $11,598-99.0% |