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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 | $26,609 | $198,457-86.6% | $170,435-84.4% | $147,586-82.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.19% | 257.30%-245.1pp | 205.94%-193.8pp | 578.59%-566.4pp |
| Employer contribution / active EE | $9,948 | $6,183+60.9% | $5,432+83.1% | $4,876+104.0% |
| Participant deferral / active EE | $3,858 | $5,629-31.5% | $4,939-21.9% | $5,439-29.1% |
| Admin fee / account holder | $255 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |