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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 | $15,138 | $165,381-90.8% | $149,730-89.9% | $158,966-90.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.10% | 348.29%-314.2pp | 276.70%-242.6pp | 302.95%-268.8pp |
| Employer contribution / active EE | $2,676 | $5,104-47.6% | $4,645-42.4% | $4,762-43.8% |
| Participant deferral / active EE | $5,385 | $7,182-25.0% | $6,843-21.3% | $5,983-10.0% |
| Admin fee / account holder | $42 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |