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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 | $13,542 | $148,623-90.9% | $135,974-90.0% | $139,466-90.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 46.53% | 79.30%-32.8pp | 68.30%-21.8pp | 373.66%-327.1pp |
| Employer contribution / active EE | $3,098 | $5,246-41.0% | $4,859-36.2% | $4,754-34.8% |
| Participant deferral / active EE | $4,001 | $8,103-50.6% | $7,760-48.4% | $6,712-40.4% |
| Admin fee / account holder | $42 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |