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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 | $15,086 | $183,539-91.8% | $155,556-90.3% | $145,897-89.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.89% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $4,730 | $5,315-11.0% | $4,675+1.2% | $4,663+1.4% |
| Participant deferral / active EE | $5,365 | $6,467-17.0% | $5,631-4.7% | $6,689-19.8% |
| Admin fee / account holder | $60 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |