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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 | $27,388 | $198,457-86.2% | $170,435-83.9% | $147,586-81.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.26% | 257.30%-247.0pp | 205.94%-195.7pp | 578.59%-568.3pp |
| Employer contribution / active EE | $7,000 | $6,183+13.2% | $5,432+28.9% | $4,876+43.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $178 | $16,852-98.9% | $13,881-98.7% | $10,886-98.4% |