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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 | $17,843 | $198,457-91.0% | $170,435-89.5% | $147,586-87.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.85% | 257.30%-239.5pp | 205.94%-188.1pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,871 | $6,183-53.6% | $5,432-47.1% | $4,876-41.1% |
| Participant deferral / active EE | $4,686 | $5,629-16.8% | $4,939-5.1% | $5,439-13.8% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |