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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 | $9,235 | $202,463-95.4% | $169,397-94.5% | $139,487-93.4% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.2%+11.7pp | 80.3%+8.6pp |
| Annual return | 40.19% | 532.64%-492.5pp | 406.23%-366.0pp | 373.84%-333.7pp |
| Employer contribution / active EE | $2,733 | $4,694-41.8% | $4,013-31.9% | $4,755-42.5% |
| Participant deferral / active EE | $4,422 | $6,941-36.3% | $6,223-28.9% | $6,713-34.1% |
| Admin fee / account holder | $33 | $10,726-99.7% | $9,017-99.6% | $11,407-99.7% |