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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 | $9,959 | $217,427-95.4% | $185,837-94.6% | $167,518-94.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 17.27% | 148.39%-131.1pp | 122.08%-104.8pp | 478.71%-461.4pp |
| Employer contribution / active EE | $2,372 | $5,874-59.6% | $5,168-54.1% | $4,838-51.0% |
| Participant deferral / active EE | $3,084 | $6,357-51.5% | $5,568-44.6% | $6,342-51.4% |
| Admin fee / account holder | $218 | $19,816-98.9% | $16,241-98.7% | $12,312-98.2% |