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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 | $13,652 | $106,001-87.1% | $92,235-85.2% | $147,585-90.7% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 13.78% | 50.05%-36.3pp | 176.28%-162.5pp | 578.56%-564.8pp |
| Employer contribution / active EE | $7,162 | $4,333+65.3% | $3,679+94.6% | $4,876+46.9% |
| Participant deferral / active EE | $1,686 | $4,478-62.3% | $3,897-56.7% | $5,439-69.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |