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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 | $25,985 | $217,427-88.0% | $185,837-86.0% | $167,518-84.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.88% | 148.39%-138.5pp | 122.08%-112.2pp | 478.71%-468.8pp |
| Employer contribution / active EE | $7,817 | $5,874+33.1% | $5,168+51.3% | $4,838+61.6% |
| Participant deferral / active EE | $5,504 | $6,357-13.4% | $5,568-1.2% | $6,342-13.2% |
| Admin fee / account holder | $181 | $19,816-99.1% | $16,241-98.9% | $12,312-98.5% |