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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 | $19,018 | $166,131-88.6% | $164,975-88.5% | $145,877-87.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.33% | 100.37%-87.0pp | 70.12%-56.8pp | 551.28%-538.0pp |
| Employer contribution / active EE | $4,157 | $5,276-21.2% | $4,343-4.3% | $4,663-10.8% |
| Participant deferral / active EE | $4,157 | $6,962-40.3% | $6,033-31.1% | $6,691-37.9% |
| Admin fee / account holder | $291 | $16,648-98.3% | $12,688-97.7% | $13,402-97.8% |