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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 | $20,923 | $209,422-90.0% | $178,503-88.3% | $158,982-86.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.41% | 188.81%-168.4pp | 151.12%-130.7pp | 302.99%-282.6pp |
| Employer contribution / active EE | $4,103 | $5,707-28.1% | $5,011-18.1% | $4,763-13.8% |
| Participant deferral / active EE | $6,924 | $5,955+16.3% | $5,202+33.1% | $5,983+15.7% |
| Admin fee / account holder | $226 | $17,079-98.7% | $13,987-98.4% | $11,252-98.0% |