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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 | $24,528 | $217,432-88.7% | $185,851-86.8% | $167,553-85.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.52% | 148.43%-123.9pp | 122.11%-97.6pp | 478.89%-454.4pp |
| Employer contribution / active EE | $2,189 | $5,874-62.7% | $5,168-57.6% | $4,840-54.8% |
| Participant deferral / active EE | $3,248 | $6,357-48.9% | $5,569-41.7% | $6,343-48.8% |
| Admin fee / account holder | $78 | $19,820-99.6% | $16,245-99.5% | $12,316-99.4% |