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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 | $8,316 | $176,071-95.3% | $159,450-94.8% | $167,497-95.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 36.79% | 331.79%-295.0pp | 263.60%-226.8pp | 478.62%-441.8pp |
| Employer contribution / active EE | $1,693 | $5,298-68.0% | $4,830-65.0% | $4,838-65.0% |
| Participant deferral / active EE | $4,715 | $7,750-39.2% | $7,352-35.9% | $6,341-25.6% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |