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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 | $10,828 | $148,582-92.7% | $135,942-92.0% | $139,456-92.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 55.92% | 79.26%-23.3pp | 68.28%-12.4pp | 373.45%-317.5pp |
| Employer contribution / active EE | $2,657 | $5,245-49.3% | $4,858-45.3% | $4,753-44.1% |
| Participant deferral / active EE | $2,713 | $8,101-66.5% | $7,759-65.0% | $6,711-59.6% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |