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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 | $16,437 | $160,040-89.7% | $147,096-88.8% | $145,877-88.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.31% | 98.49%-79.2pp | 419.75%-400.4pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,788 | $5,289-66.2% | $4,936-63.8% | $4,663-61.7% |
| Participant deferral / active EE | $4,745 | $8,429-43.7% | $8,071-41.2% | $6,691-29.1% |
| Admin fee / account holder | $58 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |