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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 | $12,827 | $176,077-92.7% | $159,455-92.0% | $167,518-92.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.10% | 331.83%-299.7pp | 263.63%-231.5pp | 478.71%-446.6pp |
| Employer contribution / active EE | $3,438 | $5,298-35.1% | $4,830-28.8% | $4,838-29.0% |
| Participant deferral / active EE | $5,945 | $7,751-23.3% | $7,353-19.2% | $6,342-6.3% |
| Admin fee / account holder | $184 | $12,556-98.5% | $10,800-98.3% | $12,312-98.5% |