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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 | $13,965 | $175,259-92.0% | $149,723-90.7% | $139,487-90.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 23.28% | 166.82%-143.5pp | 134.50%-111.2pp | 373.84%-350.6pp |
| Employer contribution / active EE | $1,811 | $5,478-66.9% | $4,821-62.4% | $4,755-61.9% |
| Participant deferral / active EE | $2,855 | $6,522-56.2% | $5,682-49.8% | $6,713-57.5% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |