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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 | $20,713 | $198,457-89.6% | $170,435-87.8% | $147,586-86.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.79% | 257.30%-230.5pp | 205.94%-179.1pp | 578.59%-551.8pp |
| Employer contribution / active EE | $4,415 | $6,183-28.6% | $5,432-18.7% | $4,876-9.5% |
| Participant deferral / active EE | $3,543 | $5,629-37.1% | $4,939-28.3% | $5,439-34.9% |
| Admin fee / account holder | $293 | $16,852-98.3% | $13,881-97.9% | $10,886-97.3% |