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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 | $14,330 | $110,212-87.0% | $96,534-85.2% | $139,466-89.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 75.39% | 26.42%+49.0pp | 25.88%+49.5pp | 373.66%-298.3pp |
| Employer contribution / active EE | $2,285 | $3,620-36.9% | $2,965-22.9% | $4,754-51.9% |
| Participant deferral / active EE | $6,566 | $5,547+18.4% | $4,851+35.3% | $6,712-2.2% |
| Admin fee / account holder | $36 | $11,599-99.7% | $8,253-99.6% | $11,409-99.7% |