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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 | $10,454 | $166,242-93.7% | $165,071-93.7% | $145,884-92.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.86% | 100.44%-88.6pp | 70.17%-58.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,968 | $5,283-43.8% | $4,347-31.7% | $4,662-36.3% |
| Participant deferral / active EE | $3,705 | $6,964-46.8% | $6,035-38.6% | $6,690-44.6% |
| Admin fee / account holder | $37 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |