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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 | $16,720 | $106,923-84.4% | $84,023-80.1% | $152,909-89.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.56% | 105.02%-80.5pp | 71.32%-46.8pp | 345.46%-320.9pp |
| Employer contribution / active EE | $3,202 | $2,735+17.0% | $1,984+61.4% | $4,764-32.8% |
| Participant deferral / active EE | $5,252 | $4,013+30.9% | $3,239+62.1% | $5,851-10.2% |
| Admin fee / account holder | $250 | $8,289-97.0% | $6,102-95.9% | $11,601-97.8% |