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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 | $23,364 | $232,540-90.0% | $185,117-87.4% | $147,585-84.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.94% | 43.03%-27.1pp | 40.50%-24.6pp | 578.58%-562.6pp |
| Employer contribution / active EE | $4,765 | $5,195-8.3% | $4,182+13.9% | $4,876-2.3% |
| Participant deferral / active EE | $8,233 | $5,834+41.1% | $5,045+63.2% | $5,439+51.4% |
| Admin fee / account holder | $15 | $10,275-99.9% | $8,159-99.8% | $10,886-99.9% |