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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 | $7,611 | $154,209-95.1% | $130,062-94.1% | $139,487-94.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 194.54% | 32.52%+162.0pp | -137.37%+331.9pp | 373.84%-179.3pp |
| Employer contribution / active EE | $1,243 | $5,292-76.5% | $4,322-71.3% | $4,755-73.9% |
| Participant deferral / active EE | $4,563 | $6,709-32.0% | $5,821-21.6% | $6,713-32.0% |
| Admin fee / account holder | $14 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |