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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 | $14,851 | $176,120-91.6% | $159,487-90.7% | $167,553-91.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 38.55% | 331.95%-293.4pp | 263.71%-225.2pp | 478.89%-440.3pp |
| Employer contribution / active EE | $2,673 | $5,299-49.6% | $4,831-44.7% | $4,840-44.8% |
| Participant deferral / active EE | $8,879 | $7,752+14.5% | $7,354+20.7% | $6,343+40.0% |
| Admin fee / account holder | $56 | $12,561-99.6% | $10,804-99.5% | $12,316-99.5% |