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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 | $7,946 | $226,105-96.5% | $182,540-95.6% | $152,897-94.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 27.29% | 192.58%-165.3pp | 148.58%-121.3pp | 345.43%-318.1pp |
| Employer contribution / active EE | $1,401 | $4,978-71.9% | $4,076-65.6% | $4,764-70.6% |
| Participant deferral / active EE | $2,899 | $6,370-54.5% | $5,525-47.5% | $5,851-50.5% |
| Admin fee / account holder | $268 | $10,706-97.5% | $8,593-96.9% | $11,599-97.7% |