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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 | $10,070 | $77,416-87.0% | $69,464-85.5% | $152,897-93.4% |
| Participation rate | 86.4% | 78.1%+8.3pp | 74.6%+11.8pp | 82.5%+3.9pp |
| Annual return | 312.02% | 39.08%+272.9pp | 28.98%+283.0pp | 345.43%-33.4pp |
| Employer contribution / active EE | $1,671 | $3,315-49.6% | $2,779-39.9% | $4,764-64.9% |
| Participant deferral / active EE | $5,897 | $4,413+33.6% | $3,536+66.8% | $5,851+0.8% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |