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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 | $11,630 | $112,112-89.6% | $95,956-87.9% | $158,950-92.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 76.78% | 171.15%-94.4pp | 91.63%-14.9pp | 302.91%-226.1pp |
| Employer contribution / active EE | $906 | $3,199-71.7% | $2,541-64.4% | $4,762-81.0% |
| Participant deferral / active EE | $2,113 | $4,784-55.8% | $4,167-49.3% | $5,983-64.7% |
| Admin fee / account holder | $262 | $10,134-97.4% | $6,797-96.1% | $11,248-97.7% |