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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 | $10,692 | $160,070-93.3% | $147,117-92.7% | $145,897-92.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 14.56% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,689 | $5,285-68.0% | $4,932-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $2,857 | $8,419-66.1% | $8,065-64.6% | $6,689-57.3% |
| Admin fee / account holder | $58 | $15,035-99.6% | $12,993-99.6% | $13,390-99.6% |