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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 | $17,267 | $166,242-89.6% | $165,071-89.5% | $145,884-88.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 14.13% | 100.44%-86.3pp | 70.17%-56.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,639 | $5,283-50.0% | $4,347-39.3% | $4,662-43.4% |
| Participant deferral / active EE | $5,005 | $6,964-28.1% | $6,035-17.1% | $6,690-25.2% |
| Admin fee / account holder | $219 | $16,658-98.7% | $12,695-98.3% | $13,392-98.4% |