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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 | $22,114 | $180,459-87.7% | $154,108-85.7% | $135,380-83.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.15% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $7,713 | $6,035+27.8% | $5,298+45.6% | $4,779+61.4% |
| Participant deferral / active EE | $4,682 | $5,806-19.4% | $5,081-7.9% | $5,609-16.5% |
| Admin fee / account holder | $146 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |