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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 | $11,676 | $63,346-81.6% | $92,240-87.3% | $70,126-83.3% |
| Participation rate | 81.1% | 68.7%+12.4pp | 76.5%+4.6pp | 69.5%+11.5pp |
| Annual return | 19.50% | 530.19%-510.7pp | 176.29%-156.8pp | 73.15%-53.6pp |
| Employer contribution / active EE | $4,582 | $2,471+85.4% | $3,680+24.5% | $2,343+95.6% |
| Participant deferral / active EE | $2,589 | $2,854-9.3% | $3,897-33.6% | $3,332-22.3% |
| Admin fee / account holder | $249 | $3,841-93.5% | $5,194-95.2% | $4,645-94.6% |