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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 | $12,047 | $65,555-81.6% | $86,216-86.0% | $75,173-84.0% |
| Participation rate | 91.7% | 60.5%+31.2pp | 69.0%+22.7pp | 67.2%+24.5pp |
| Annual return | 42.03% | 46.07%-4.0pp | 1169.42%-1127.4pp | 160.72%-118.7pp |
| Employer contribution / active EE | $1,804 | $1,553+16.1% | $2,382-24.2% | $2,671-32.5% |
| Participant deferral / active EE | $4,997 | $3,023+65.3% | $3,986+25.4% | $4,126+21.1% |
| Admin fee / account holder | $229 | $5,469-95.8% | $6,853-96.7% | $5,651-95.9% |