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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 | $14,346 | $183,592-92.2% | $155,567-90.8% | $145,959-90.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.48% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,321 | $5,315-75.1% | $4,674-71.7% | $4,661-71.7% |
| Participant deferral / active EE | $5,614 | $6,464-13.1% | $5,628-0.2% | $6,689-16.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |