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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 | $13,884 | $112,131-87.6% | $95,964-85.5% | $158,982-91.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.61% | 171.19%-144.6pp | 91.64%-65.0pp | 302.99%-276.4pp |
| Employer contribution / active EE | $4,206 | $3,199+31.5% | $2,541+65.5% | $4,763-11.7% |
| Participant deferral / active EE | $2,282 | $4,784-52.3% | $4,167-45.2% | $5,983-61.9% |
| Admin fee / account holder | $87 | $10,136-99.1% | $6,797-98.7% | $11,252-99.2% |