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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 | $8,363 | $175,231-95.2% | $149,696-94.4% | $139,466-94.0% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 35.90% | 166.77%-130.9pp | 134.46%-98.6pp | 373.66%-337.8pp |
| Employer contribution / active EE | $1,949 | $5,478-64.4% | $4,821-59.6% | $4,754-59.0% |
| Participant deferral / active EE | $3,110 | $6,521-52.3% | $5,682-45.3% | $6,712-53.7% |
| Admin fee / account holder | $207 | $16,155-98.7% | $13,212-98.4% | $11,409-98.2% |