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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 | $14,256 | $125,237-88.6% | $105,608-86.5% | $145,877-90.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 15.93% | 225.76%-209.8pp | 116.50%-100.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,128 | $3,720-69.7% | $3,167-64.4% | $4,663-75.8% |
| Participant deferral / active EE | $2,146 | $5,711-62.4% | $5,010-57.2% | $6,691-67.9% |
| Admin fee / account holder | $53 | $17,287-99.7% | $11,028-99.5% | $13,402-99.6% |