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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 | $14,800 | $160,040-90.8% | $147,096-89.9% | $145,877-89.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 31.94% | 98.49%-66.6pp | 419.75%-387.8pp | 551.28%-519.3pp |
| Employer contribution / active EE | $1,484 | $5,289-72.0% | $4,936-69.9% | $4,663-68.2% |
| Participant deferral / active EE | $2,991 | $8,429-64.5% | $8,071-62.9% | $6,691-55.3% |
| Admin fee / account holder | $118 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |