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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 | $14,928 | $107,368-86.1% | $92,915-83.9% | $152,909-90.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 31.65% | 145.64%-114.0pp | 109.45%-77.8pp | 345.46%-313.8pp |
| Employer contribution / active EE | $3,487 | $4,222-17.4% | $3,653-4.5% | $4,764-26.8% |
| Participant deferral / active EE | $5,256 | $4,848+8.4% | $4,238+24.0% | $5,851-10.2% |
| Admin fee / account holder | $16 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |