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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 | $13,945 | $160,070-91.3% | $147,117-90.5% | $145,897-90.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 16.18% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $3,765 | $5,285-28.8% | $4,932-23.7% | $4,663-19.2% |
| Participant deferral / active EE | $6,012 | $8,419-28.6% | $8,065-25.5% | $6,689-10.1% |
| Admin fee / account holder | $97 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |