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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 | $24,741 | $196,972-87.4% | $182,262-86.4% | $198,609-87.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 44.91% | 158.27%-113.4pp | 140.60%-95.7pp | 202.70%-157.8pp |
| Employer contribution / active EE | $1,815 | $5,364-66.2% | $5,046-64.0% | $5,055-64.1% |
| Participant deferral / active EE | $4,620 | $8,643-46.5% | $8,276-44.2% | $6,977-33.8% |
| Admin fee / account holder | $7 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |