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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 | $18,157 | $185,883-90.2% | $170,043-89.3% | $139,466-87.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.10% | 60.54%-26.4pp | 53.40%-19.3pp | 373.66%-339.6pp |
| Employer contribution / active EE | $4,545 | $7,596-40.2% | $6,790-33.1% | $4,754-4.4% |
| Participant deferral / active EE | $10,385 | $11,626-10.7% | $10,410-0.2% | $6,712+54.7% |
| Admin fee / account holder | $135 | $15,393-99.1% | $12,824-98.9% | $11,409-98.8% |