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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 | $27,020 | $168,636-84.0% | $147,618-81.7% | $125,388-78.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.28% | 77.65%-77.9pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $3,571 | $6,252-42.9% | $5,565-35.8% | $4,866-26.6% |
| Participant deferral / active EE | $4,309 | $5,507-21.7% | $4,895-12.0% | $5,352-19.5% |
| Admin fee / account holder | $168 | $13,580-98.8% | $11,612-98.6% | $9,541-98.2% |