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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 | $14,003 | $134,817-89.6% | $123,973-88.7% | $155,188-91.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.22% | 515.49%-504.3pp | 388.13%-376.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $2,194 | $4,425-50.4% | $4,126-46.8% | $4,248-48.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |