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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 | $18,281 | $176,120-89.6% | $159,487-88.5% | $167,553-89.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.00% | 331.95%-312.0pp | 263.71%-243.7pp | 478.89%-458.9pp |
| Employer contribution / active EE | $8,890 | $5,299+67.8% | $4,831+84.0% | $4,840+83.7% |
| Participant deferral / active EE | $3,056 | $7,752-60.6% | $7,354-58.4% | $6,343-51.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |