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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 | $10,241 | $157,276-93.5% | $141,177-92.7% | $152,885-93.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.19% | 64.33%-45.1pp | 71.40%-52.2pp | 345.39%-326.2pp |
| Employer contribution / active EE | $2,227 | $5,262-57.7% | $4,736-53.0% | $4,763-53.2% |
| Participant deferral / active EE | $2,804 | $7,110-60.6% | $6,710-58.2% | $5,851-52.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |