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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 | $13,114 | $176,120-92.6% | $159,487-91.8% | $167,553-92.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 21.45% | 331.95%-310.5pp | 263.71%-242.3pp | 478.89%-457.4pp |
| Employer contribution / active EE | $1,325 | $5,299-75.0% | $4,831-72.6% | $4,840-72.6% |
| Participant deferral / active EE | $5,287 | $7,752-31.8% | $7,354-28.1% | $6,343-16.6% |
| Admin fee / account holder | $39 | $12,561-99.7% | $10,804-99.6% | $12,316-99.7% |