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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 | $11,524 | $83,337-86.2% | $67,834-83.0% | $273,972-95.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 38.56% | 259.45%-220.9pp | 138.47%-99.9pp | 41.46%-2.9pp |
| Employer contribution / active EE | $3,284 | $3,287-0.1% | $2,403+36.7% | $4,869-32.5% |
| Participant deferral / active EE | $6,189 | $4,088+51.4% | $3,160+95.9% | $5,287+17.1% |
| Admin fee / account holder | $104 | $6,752-98.5% | $4,622-97.8% | $10,133-99.0% |