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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 | $11,085 | $157,296-93.0% | $141,191-92.1% | $152,897-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.46% | 64.34%-40.9pp | 71.41%-47.9pp | 345.43%-322.0pp |
| Employer contribution / active EE | $2,470 | $5,262-53.1% | $4,736-47.8% | $4,764-48.1% |
| Participant deferral / active EE | $3,925 | $7,111-44.8% | $6,710-41.5% | $5,851-32.9% |
| Admin fee / account holder | $28 | $12,125-99.8% | $10,264-99.7% | $11,599-99.8% |