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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 | $14,493 | $217,432-93.3% | $185,851-92.2% | $167,553-91.4% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 50.46% | 148.43%-98.0pp | 122.11%-71.6pp | 478.89%-428.4pp |
| Employer contribution / active EE | $1,885 | $5,874-67.9% | $5,168-63.5% | $4,840-61.0% |
| Participant deferral / active EE | $3,567 | $6,357-43.9% | $5,569-35.9% | $6,343-43.8% |
| Admin fee / account holder | $118 | $19,820-99.4% | $16,245-99.3% | $12,316-99.0% |