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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 | $12,261 | $226,105-94.6% | $182,540-93.3% | $152,897-92.0% |
| Participation rate | 84.2% | 82.5%+1.7pp | 78.0%+6.2pp | 82.5%+1.8pp |
| Annual return | 28.59% | 192.58%-164.0pp | 148.58%-120.0pp | 345.43%-316.8pp |
| Employer contribution / active EE | $1,716 | $4,978-65.5% | $4,076-57.9% | $4,764-64.0% |
| Participant deferral / active EE | $2,971 | $6,370-53.4% | $5,525-46.2% | $5,851-49.2% |
| Admin fee / account holder | $66 | $10,706-99.4% | $8,593-99.2% | $11,599-99.4% |