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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 | $12,905 | $121,656-89.4% | $104,614-87.7% | $158,950-91.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 30.68% | 465.51%-434.8pp | 340.56%-309.9pp | 302.91%-272.2pp |
| Employer contribution / active EE | $1,960 | $3,164-38.1% | $2,681-26.9% | $4,762-58.8% |
| Participant deferral / active EE | $4,694 | $4,177+12.4% | $3,739+25.5% | $5,983-21.5% |
| Admin fee / account holder | $107 | $7,775-98.6% | $6,464-98.3% | $11,248-99.0% |