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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 | $13,771 | $160,040-91.4% | $147,096-90.6% | $145,877-90.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.86% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,135 | $5,289-59.6% | $4,936-56.7% | $4,663-54.2% |
| Participant deferral / active EE | $5,376 | $8,429-36.2% | $8,071-33.4% | $6,691-19.6% |
| Admin fee / account holder | $33 | $15,050-99.8% | $13,005-99.7% | $13,402-99.8% |