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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 | $19,317 | $209,425-90.8% | $178,499-89.2% | $158,966-87.8% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 73.10% | 188.80%-115.7pp | 151.10%-78.0pp | 302.95%-229.8pp |
| Employer contribution / active EE | $2,587 | $5,707-54.7% | $5,011-48.4% | $4,762-45.7% |
| Participant deferral / active EE | $8,214 | $5,955+37.9% | $5,202+57.9% | $5,983+37.3% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |