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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 | $14,106 | $185,312-92.4% | $161,489-91.3% | $154,746-90.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 50.34% | 103.84%-53.5pp | 89.72%-39.4pp | 172.34%-122.0pp |
| Employer contribution / active EE | $2,145 | $4,769-55.0% | $4,268-49.8% | $4,379-51.0% |
| Participant deferral / active EE | $3,664 | $6,350-42.3% | $5,630-34.9% | $6,730-45.6% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |