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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 | $10,058 | $104,937-90.4% | $84,628-88.1% | $152,897-93.4% |
| Participation rate | 93.3% | 74.8%+18.5pp | 68.2%+25.1pp | 82.5%+10.9pp |
| Annual return | 34.63% | 373.88%-339.2pp | 258.80%-224.2pp | 345.43%-310.8pp |
| Employer contribution / active EE | $2,332 | $3,303-29.4% | $2,653-12.1% | $4,764-51.1% |
| Participant deferral / active EE | $2,900 | $4,690-38.2% | $3,900-25.6% | $5,851-50.4% |
| Admin fee / account holder | $245 | $6,243-96.1% | $4,914-95.0% | $11,599-97.9% |