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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 | $26,133 | $209,422-87.5% | $178,503-85.4% | $158,982-83.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.56% | 188.81%-172.2pp | 151.12%-134.6pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,982 | $5,707-65.3% | $5,011-60.4% | $4,763-58.4% |
| Participant deferral / active EE | $3,233 | $5,955-45.7% | $5,202-37.9% | $5,983-46.0% |
| Admin fee / account holder | $168 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |