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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 | $19,048 | $103,392-81.6% | $87,104-78.1% | $152,897-87.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 56.44% | 28.10%+28.3pp | 28.19%+28.3pp | 345.43%-289.0pp |
| Employer contribution / active EE | $3,961 | $3,221+23.0% | $2,521+57.1% | $4,764-16.8% |
| Participant deferral / active EE | $7,632 | $4,778+59.7% | $4,048+88.5% | $5,851+30.4% |
| Admin fee / account holder | $42 | $12,194-99.7% | $7,491-99.4% | $11,599-99.6% |