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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 | $10,254 | $107,363-90.4% | $92,909-89.0% | $152,897-93.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 220.11% | 145.63%+74.5pp | 109.44%+110.7pp | 345.43%-125.3pp |
| Employer contribution / active EE | $3,200 | $4,222-24.2% | $3,653-12.4% | $4,764-32.8% |
| Participant deferral / active EE | $5,783 | $4,848+19.3% | $4,238+36.5% | $5,851-1.2% |
| Admin fee / account holder | $34 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |