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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 | $9,990 | $165,351-94.0% | $149,710-93.3% | $158,931-93.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.81% | 348.19%-330.4pp | 276.63%-258.8pp | 302.86%-285.0pp |
| Employer contribution / active EE | $1,368 | $5,103-73.2% | $4,645-70.6% | $4,761-71.3% |
| Participant deferral / active EE | $4,675 | $7,181-34.9% | $6,842-31.7% | $5,982-21.9% |
| Admin fee / account holder | $215 | $10,807-98.0% | $9,309-97.7% | $11,247-98.1% |