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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 | $10,857 | $202,440-94.6% | $169,390-93.6% | $139,466-92.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 43.85% | 532.36%-488.5pp | 406.07%-362.2pp | 373.66%-329.8pp |
| Employer contribution / active EE | $2,203 | $4,693-53.1% | $4,013-45.1% | $4,754-53.7% |
| Participant deferral / active EE | $3,813 | $6,940-45.1% | $6,222-38.7% | $6,712-43.2% |
| Admin fee / account holder | $159 | $10,722-98.5% | $9,015-98.2% | $11,409-98.6% |