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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 | $14,571 | $160,040-90.9% | $147,096-90.1% | $145,877-90.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,710 | $5,289-48.8% | $4,936-45.1% | $4,663-41.9% |
| Participant deferral / active EE | $3,844 | $8,429-54.4% | $8,071-52.4% | $6,691-42.5% |
| Admin fee / account holder | $69 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |