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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 | $7,139 | $135,645-94.7% | $110,243-93.5% | $135,380-94.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 13.16% | 513.24%-500.1pp | 314.76%-301.6pp | 519.81%-506.6pp |
| Employer contribution / active EE | $1,426 | $4,907-70.9% | $3,827-62.7% | $4,779-70.2% |
| Participant deferral / active EE | $3,377 | $5,507-38.7% | $4,672-27.7% | $5,609-39.8% |
| Admin fee / account holder | $5 | $11,458-100.0% | $8,548-99.9% | $10,828-100.0% |