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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 | $23,906 | $184,000-87.0% | $162,185-85.3% | $152,909-84.4% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 21.68% | 150.80%-129.1pp | 115.61%-93.9pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,861 | $6,370-55.1% | $5,613-49.0% | $4,764-39.9% |
| Participant deferral / active EE | $3,712 | $8,033-53.8% | $7,297-49.1% | $5,851-36.6% |
| Admin fee / account holder | $275 | $13,124-97.9% | $10,844-97.5% | $11,601-97.6% |