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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 | $12,752 | $101,063-87.4% | $81,473-84.3% | $147,586-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.41% | 32.41%-12.0pp | 38.78%-18.4pp | 578.59%-558.2pp |
| Employer contribution / active EE | $3,389 | $3,206+5.7% | $2,568+32.0% | $4,876-30.5% |
| Participant deferral / active EE | $5,865 | $4,242+38.2% | $3,537+65.8% | $5,439+7.8% |
| Admin fee / account holder | $23 | $5,812-99.6% | $4,561-99.5% | $10,886-99.8% |