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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 | $7,343 | $202,460-96.4% | $169,385-95.7% | $139,456-94.7% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.2%+12.8pp | 80.3%+9.7pp |
| Annual return | 42.05% | 532.07%-490.0pp | 405.82%-363.8pp | 373.45%-331.4pp |
| Employer contribution / active EE | $1,256 | $4,691-73.2% | $4,012-68.7% | $4,753-73.6% |
| Participant deferral / active EE | $4,058 | $6,938-41.5% | $6,221-34.8% | $6,711-39.5% |
| Admin fee / account holder | $166 | $10,719-98.5% | $9,011-98.2% | $11,407-98.5% |