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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 | $12,572 | $183,592-93.2% | $155,574-91.9% | $145,877-91.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.10% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,939 | $5,317-44.7% | $4,676-37.2% | $4,663-37.0% |
| Participant deferral / active EE | $5,319 | $6,466-17.7% | $5,629-5.5% | $6,691-20.5% |
| Admin fee / account holder | $201 | $19,316-99.0% | $15,914-98.7% | $13,402-98.5% |