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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 | $166,242-91.5% | $165,071-91.4% | $145,884-90.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 15.27% | 100.44%-85.2pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,720 | $5,283-67.4% | $4,347-60.4% | $4,662-63.1% |
| Participant deferral / active EE | $4,002 | $6,964-42.5% | $6,035-33.7% | $6,690-40.2% |
| Admin fee / account holder | $67 | $16,658-99.6% | $12,695-99.5% | $13,392-99.5% |