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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 | $14,039 | $165,399-91.5% | $149,745-90.6% | $158,982-91.2% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 53.41% | 348.34%-294.9pp | 276.72%-223.3pp | 302.99%-249.6pp |
| Employer contribution / active EE | $1,773 | $5,105-65.3% | $4,646-61.8% | $4,763-62.8% |
| Participant deferral / active EE | $2,743 | $7,183-61.8% | $6,843-59.9% | $5,983-54.1% |
| Admin fee / account holder | $36 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |