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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 | $15,001 | $106,008-85.8% | $92,240-83.7% | $147,586-89.8% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 20.60% | 50.05%-29.5pp | 176.29%-155.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,754 | $4,333-59.5% | $3,680-52.3% | $4,876-64.0% |
| Participant deferral / active EE | $3,421 | $4,478-23.6% | $3,897-12.2% | $5,439-37.1% |
| Admin fee / account holder | $69 | $6,333-98.9% | $5,194-98.7% | $10,886-99.4% |