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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 | $14,180 | $166,131-91.5% | $164,975-91.4% | $145,877-90.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 15.27% | 100.37%-85.1pp | 70.12%-54.9pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,720 | $5,276-67.4% | $4,343-60.4% | $4,663-63.1% |
| Participant deferral / active EE | $4,002 | $6,962-42.5% | $6,033-33.7% | $6,691-40.2% |
| Admin fee / account holder | $67 | $16,648-99.6% | $12,688-99.5% | $13,402-99.5% |