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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 | $17,602 | $112,131-84.3% | $95,964-81.7% | $158,982-88.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.21% | 171.19%-146.0pp | 91.64%-66.4pp | 302.99%-277.8pp |
| Employer contribution / active EE | $2,416 | $3,199-24.5% | $2,541-4.9% | $4,763-49.3% |
| Participant deferral / active EE | $6,525 | $4,784+36.4% | $4,167+56.6% | $5,983+9.0% |
| Admin fee / account holder | $119 | $10,136-98.8% | $6,797-98.2% | $11,252-98.9% |