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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 | $22,087 | $144,130-84.7% | $117,861-81.3% | $147,586-85.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.20% | 531.20%-510.0pp | 335.11%-313.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,979 | $4,897-59.6% | $3,786-47.7% | $4,876-59.4% |
| Participant deferral / active EE | $4,324 | $5,316-18.7% | $4,482-3.5% | $5,439-20.5% |
| Admin fee / account holder | $278 | $10,887-97.4% | $8,021-96.5% | $10,886-97.4% |