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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 | $15,263 | $107,363-85.8% | $92,909-83.6% | $152,897-90.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.84% | 145.63%-119.8pp | 109.44%-83.6pp | 345.43%-319.6pp |
| Employer contribution / active EE | $2,392 | $4,222-43.4% | $3,653-34.5% | $4,764-49.8% |
| Participant deferral / active EE | $8,709 | $4,848+79.7% | $4,238+105.5% | $5,851+48.8% |
| Admin fee / account holder | $62 | $7,082-99.1% | $5,795-98.9% | $11,599-99.5% |