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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 | $21,257 | $165,361-87.1% | $149,715-85.8% | $158,950-86.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.11% | 348.24%-332.1pp | 276.66%-260.6pp | 302.91%-286.8pp |
| Employer contribution / active EE | $3,489 | $5,103-31.6% | $4,645-24.9% | $4,762-26.7% |
| Participant deferral / active EE | $7,500 | $7,182+4.4% | $6,842+9.6% | $5,983+25.4% |
| Admin fee / account holder | $17 | $10,808-99.8% | $9,310-99.8% | $11,248-99.9% |