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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 | $32,834 | $198,462-83.5% | $170,439-80.7% | $147,585-77.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.82% | 257.30%-245.5pp | 205.94%-194.1pp | 578.58%-566.8pp |
| Employer contribution / active EE | $3,720 | $6,184-39.8% | $5,433-31.5% | $4,876-23.7% |
| Participant deferral / active EE | $5,996 | $5,629+6.5% | $4,939+21.4% | $5,439+10.3% |
| Admin fee / account holder | $240 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |