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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 | $14,727 | $148,623-90.1% | $135,974-89.2% | $139,466-89.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.78% | 79.30%-36.5pp | 68.30%-25.5pp | 373.66%-330.9pp |
| Employer contribution / active EE | $3,021 | $5,246-42.4% | $4,859-37.8% | $4,754-36.5% |
| Participant deferral / active EE | $6,727 | $8,103-17.0% | $7,760-13.3% | $6,712+0.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |