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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 | $25,021 | $183,988-86.4% | $162,177-84.6% | $152,897-83.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.45% | 150.79%-121.3pp | 115.60%-86.2pp | 345.43%-316.0pp |
| Employer contribution / active EE | $2,526 | $6,370-60.3% | $5,613-55.0% | $4,764-47.0% |
| Participant deferral / active EE | $5,583 | $8,032-30.5% | $7,297-23.5% | $5,851-4.6% |
| Admin fee / account holder | $151 | $13,123-98.8% | $10,843-98.6% | $11,599-98.7% |