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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 | $18,216 | $61,660-70.5% | $80,022-77.2% | $64,173-71.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 273.22% | -0.33%+273.5pp | 11.22%+262.0pp | 7.63%+265.6pp |
| Employer contribution / active EE | $2,561 | $1,810+41.5% | $2,468+3.8% | $2,381+7.6% |
| Participant deferral / active EE | $3,817 | $2,968+28.6% | $3,686+3.6% | $3,470+10.0% |
| Admin fee / account holder | $106 | $5,417-98.0% | $6,521-98.4% | $4,887-97.8% |