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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 | $14,449 | $134,817-89.3% | $123,973-88.3% | $155,188-90.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.7%+14.3pp | 80.8%+10.1pp |
| Annual return | 21.69% | 515.49%-493.8pp | 388.13%-366.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $2,889 | $4,425-34.7% | $4,126-30.0% | $4,248-32.0% |
| Participant deferral / active EE | $4,114 | $5,706-27.9% | $5,247-21.6% | $6,531-37.0% |
| Admin fee / account holder | $62 | $13,245-99.5% | $11,799-99.5% | $14,480-99.6% |