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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 | $15,995 | $180,462-91.1% | $154,111-89.6% | $135,379-88.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.19% | 888.17%-896.4pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,294 | $6,036-78.6% | $5,298-75.6% | $4,779-72.9% |
| Participant deferral / active EE | $4,317 | $5,806-25.6% | $5,081-15.0% | $5,609-23.0% |
| Admin fee / account holder | $149 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |