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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 | $23,780 | $209,422-88.6% | $178,503-86.7% | $158,982-85.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.67% | 188.81%-169.1pp | 151.12%-131.4pp | 302.99%-283.3pp |
| Employer contribution / active EE | $1,463 | $5,707-74.4% | $5,011-70.8% | $4,763-69.3% |
| Participant deferral / active EE | $5,688 | $5,955-4.5% | $5,202+9.3% | $5,983-4.9% |
| Admin fee / account holder | $87 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |