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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 | $15,732 | $159,934-90.2% | $147,005-89.3% | $145,959-89.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 21.36% | 98.24%-76.9pp | 418.76%-397.4pp | 561.95%-540.6pp |
| Employer contribution / active EE | $4,758 | $5,287-10.0% | $4,934-3.6% | $4,661+2.1% |
| Participant deferral / active EE | $4,242 | $8,427-49.7% | $8,070-47.4% | $6,689-36.6% |
| Admin fee / account holder | $158 | $15,053-99.0% | $13,006-98.8% | $13,398-98.8% |