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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 | $20,548 | $165,361-87.6% | $149,715-86.3% | $158,950-87.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 48.07% | 348.24%-300.2pp | 276.66%-228.6pp | 302.91%-254.8pp |
| Employer contribution / active EE | $2,075 | $5,103-59.3% | $4,645-55.3% | $4,762-56.4% |
| Participant deferral / active EE | $3,898 | $7,182-45.7% | $6,842-43.0% | $5,983-34.8% |
| Admin fee / account holder | $62 | $10,808-99.4% | $9,310-99.3% | $11,248-99.4% |