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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 | $11,054 | $148,629-92.6% | $135,982-91.9% | $139,487-92.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.56% | 79.33%-44.8pp | 68.32%-33.8pp | 373.84%-339.3pp |
| Employer contribution / active EE | $3,756 | $5,247-28.4% | $4,859-22.7% | $4,755-21.0% |
| Participant deferral / active EE | $5,276 | $8,102-34.9% | $7,760-32.0% | $6,713-21.4% |
| Admin fee / account holder | $283 | $12,406-97.7% | $10,767-97.4% | $11,407-97.5% |