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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 | $13,564 | $138,102-90.2% | $125,381-89.2% | $134,532-89.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.49% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,493 | $5,245-52.5% | $4,815-48.2% | $4,741-47.4% |
| Participant deferral / active EE | $4,762 | $7,801-39.0% | $7,448-36.1% | $6,401-25.6% |
| Admin fee / account holder | $133 | $11,568-98.9% | $10,007-98.7% | $11,429-98.8% |