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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 | $11,977 | $160,040-92.5% | $147,096-91.9% | $145,877-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.49%-83.8pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,453 | $5,289-72.5% | $4,936-70.6% | $4,663-68.8% |
| Participant deferral / active EE | $2,714 | $8,429-67.8% | $8,071-66.4% | $6,691-59.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |