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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 | $176,120-95.3% | $159,487-94.8% | $167,553-95.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 36.79% | 331.95%-295.2pp | 263.71%-226.9pp | 478.89%-442.1pp |
| Employer contribution / active EE | $1,693 | $5,299-68.1% | $4,831-65.0% | $4,840-65.0% |
| Participant deferral / active EE | $4,715 | $7,752-39.2% | $7,354-35.9% | $6,343-25.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |