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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 | $10,948 | $112,933-90.3% | $90,970-88.0% | $158,982-93.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.13% | 215.82%-192.7pp | 134.60%-111.5pp | 302.99%-279.9pp |
| Employer contribution / active EE | $3,055 | $2,893+5.6% | $2,122+44.0% | $4,763-35.9% |
| Participant deferral / active EE | $3,476 | $4,128-15.8% | $3,373+3.1% | $5,983-41.9% |
| Admin fee / account holder | $157 | $8,047-98.0% | $5,961-97.4% | $11,252-98.6% |