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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 | $21,597 | $217,432-90.1% | $185,851-88.4% | $167,553-87.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.89% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $1,740 | $5,874-70.4% | $5,168-66.3% | $4,840-64.0% |
| Participant deferral / active EE | $3,931 | $6,357-38.2% | $5,569-29.4% | $6,343-38.0% |
| Admin fee / account holder | $149 | $19,820-99.2% | $16,245-99.1% | $12,316-98.8% |