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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 | $17,571 | $176,105-90.0% | $159,474-89.0% | $167,536-89.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.40% | 331.91%-302.5pp | 263.68%-234.3pp | 478.82%-449.4pp |
| Employer contribution / active EE | $5,200 | $5,299-1.9% | $4,831+7.6% | $4,839+7.5% |
| Participant deferral / active EE | $8,300 | $7,751+7.1% | $7,353+12.9% | $6,342+30.9% |
| Admin fee / account holder | $45 | $12,559-99.6% | $10,802-99.6% | $12,315-99.6% |