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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 | $8,790 | $93,598-90.6% | $135,974-93.5% | $75,173-88.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 147.20% | 30.89%+116.3pp | 68.30%+78.9pp | 160.72%-13.5pp |
| Employer contribution / active EE | $2,415 | $3,538-31.7% | $4,859-50.3% | $2,671-9.6% |
| Participant deferral / active EE | $4,190 | $6,405-34.6% | $7,760-46.0% | $4,126+1.5% |
| Admin fee / account holder | $162 | $6,978-97.7% | $10,767-98.5% | $5,651-97.1% |