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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 | $16,517 | $175,231-90.6% | $149,696-89.0% | $139,466-88.2% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 34.11% | 166.77%-132.7pp | 134.46%-100.3pp | 373.66%-339.6pp |
| Employer contribution / active EE | $2,201 | $5,478-59.8% | $4,821-54.3% | $4,754-53.7% |
| Participant deferral / active EE | $6,659 | $6,521+2.1% | $5,682+17.2% | $6,712-0.8% |
| Admin fee / account holder | $111 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |