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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 | $8,688 | $166,268-94.8% | $165,100-94.7% | $145,897-94.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.93% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,384 | $5,284-54.9% | $4,348-45.2% | $4,663-48.9% |
| Participant deferral / active EE | $3,302 | $6,964-52.6% | $6,035-45.3% | $6,689-50.6% |
| Admin fee / account holder | $78 | $16,659-99.5% | $12,696-99.4% | $13,390-99.4% |