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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 | $10,254 | $111,785-90.8% | $93,669-89.1% | $145,877-93.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 19.73% | 203.79%-184.1pp | 133.59%-113.9pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,761 | $3,096-10.8% | $2,424+13.9% | $4,663-40.8% |
| Participant deferral / active EE | $2,887 | $4,919-41.3% | $4,416-34.6% | $6,691-56.8% |
| Admin fee / account holder | $203 | $10,256-98.0% | $8,291-97.6% | $13,402-98.5% |