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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 | $16,363 | $175,231-90.7% | $149,696-89.1% | $139,466-88.3% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 25.67% | 166.77%-141.1pp | 134.46%-108.8pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,800 | $5,478-48.9% | $4,821-41.9% | $4,754-41.1% |
| Participant deferral / active EE | $4,802 | $6,521-26.4% | $5,682-15.5% | $6,712-28.5% |
| Admin fee / account holder | $94 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |