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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 | $7,045 | $52,279-86.5% | $89,414-92.1% | $79,852-91.2% |
| Participation rate | 92.0% | 57.5%+34.5pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | 354.47% | 22.16%+332.3pp | 245.50%+109.0pp | 31.72%+322.8pp |
| Employer contribution / active EE | $2,548 | $1,572+62.1% | $2,586-1.5% | $2,471+3.1% |
| Participant deferral / active EE | $2,228 | $2,740-18.7% | $3,890-42.7% | $3,740-40.4% |
| Admin fee / account holder | $138 | $3,356-95.9% | $4,883-97.2% | $5,306-97.4% |