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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 | $160,040-91.3% | $147,096-90.5% | $145,877-90.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 16.18% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,765 | $5,289-28.8% | $4,936-23.7% | $4,663-19.3% |
| Participant deferral / active EE | $6,012 | $8,429-28.7% | $8,071-25.5% | $6,691-10.1% |
| Admin fee / account holder | $97 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |