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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 | $13,489 | $217,432-93.8% | $185,849-92.7% | $167,536-91.9% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 18.63% | 148.42%-129.8pp | 122.10%-103.5pp | 478.82%-460.2pp |
| Employer contribution / active EE | $2,871 | $5,875-51.1% | $5,169-44.5% | $4,839-40.7% |
| Participant deferral / active EE | $5,337 | $6,357-16.0% | $5,569-4.2% | $6,342-15.8% |
| Admin fee / account holder | $6 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |