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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 | $12,427 | $124,346-90.0% | $111,308-88.8% | $167,536-92.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 20.25% | 37.45%-17.2pp | 54.67%-34.4pp | 478.82%-458.6pp |
| Employer contribution / active EE | $2,542 | $3,437-26.1% | $2,732-7.0% | $4,839-47.5% |
| Participant deferral / active EE | $3,219 | $5,182-37.9% | $4,487-28.3% | $6,342-49.2% |
| Admin fee / account holder | $41 | $10,621-99.6% | $7,965-99.5% | $12,315-99.7% |