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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 | $14,628 | $175,257-91.7% | $149,717-90.2% | $139,456-89.5% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 24.42% | 166.70%-142.3pp | 134.41%-110.0pp | 373.45%-349.0pp |
| Employer contribution / active EE | $2,698 | $5,477-50.7% | $4,820-44.0% | $4,753-43.2% |
| Participant deferral / active EE | $4,828 | $6,521-26.0% | $5,682-15.0% | $6,711-28.1% |
| Admin fee / account holder | $17 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |