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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 | $17,634 | $165,381-89.3% | $149,730-88.2% | $158,966-88.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 131.93% | 348.29%-216.4pp | 276.70%-144.8pp | 302.95%-171.0pp |
| Employer contribution / active EE | $2,499 | $5,104-51.0% | $4,645-46.2% | $4,762-47.5% |
| Participant deferral / active EE | $8,324 | $7,182+15.9% | $6,843+21.7% | $5,983+39.1% |
| Admin fee / account holder | $156 | $10,809-98.6% | $9,310-98.3% | $11,250-98.6% |