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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 | $14,223 | $129,737-89.0% | $119,126-88.1% | $154,746-90.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.89% | 379.08%-358.2pp | 282.11%-261.2pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,866 | $4,375-57.3% | $4,034-53.7% | $4,379-57.4% |
| Participant deferral / active EE | $2,152 | $5,842-63.2% | $5,318-59.5% | $6,730-68.0% |
| Admin fee / account holder | $269 | $11,961-97.7% | $10,693-97.5% | $14,365-98.1% |