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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 | $16,458 | $165,381-90.0% | $149,730-89.0% | $158,966-89.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 88.47% | 348.29%-259.8pp | 276.70%-188.2pp | 302.95%-214.5pp |
| Employer contribution / active EE | $3,973 | $5,104-22.2% | $4,645-14.5% | $4,762-16.6% |
| Participant deferral / active EE | $8,256 | $7,182+15.0% | $6,843+20.7% | $5,983+38.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |