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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 | $15,999 | $162,821-90.2% | $133,978-88.1% | $158,982-89.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.19% | 41.95%-25.8pp | 45.10%-28.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $3,040 | $4,976-38.9% | $3,919-22.4% | $4,763-36.2% |
| Participant deferral / active EE | $2,167 | $5,910-63.3% | $5,047-57.1% | $5,983-63.8% |
| Admin fee / account holder | $29 | $11,742-99.8% | $8,930-99.7% | $11,252-99.7% |