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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 | $18,308 | $209,425-91.3% | $178,499-89.7% | $158,966-88.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.65% | 188.80%-161.1pp | 151.10%-123.5pp | 302.95%-275.3pp |
| Employer contribution / active EE | $2,467 | $5,707-56.8% | $5,011-50.8% | $4,762-48.2% |
| Participant deferral / active EE | $7,650 | $5,955+28.5% | $5,202+47.1% | $5,983+27.9% |
| Admin fee / account holder | $49 | $17,078-99.7% | $13,986-99.6% | $11,250-99.6% |