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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 | $7,517 | $149,778-95.0% | $118,946-93.7% | $158,966-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 118.55% | 19.95%+98.6pp | 35.89%+82.7pp | 302.95%-184.4pp |
| Employer contribution / active EE | $2,374 | $4,117-42.3% | $3,263-27.3% | $4,762-50.2% |
| Participant deferral / active EE | $3,281 | $5,225-37.2% | $4,266-23.1% | $5,983-45.2% |
| Admin fee / account holder | $16 | $8,604-99.8% | $6,581-99.8% | $11,250-99.9% |