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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 | $29,203 | $144,130-79.7% | $117,861-75.2% | $147,586-80.2% |
| Participation rate | 70.6% | 83.4%-12.8pp | 79.7%-9.1pp | 82.8%-12.2pp |
| Annual return | 21.89% | 531.20%-509.3pp | 335.11%-313.2pp | 578.59%-556.7pp |
| Employer contribution / active EE | $1,679 | $4,897-65.7% | $3,786-55.7% | $4,876-65.6% |
| Participant deferral / active EE | $4,597 | $5,316-13.5% | $4,482+2.6% | $5,439-15.5% |
| Admin fee / account holder | $9 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |