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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 | $15,946 | $115,814-86.2% | $101,275-84.3% | $158,982-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.94% | 56.16%-25.2pp | 46.48%-15.5pp | 302.99%-272.1pp |
| Employer contribution / active EE | $5,814 | $4,176+39.2% | $3,660+58.8% | $4,763+22.1% |
| Participant deferral / active EE | $2,321 | $4,958-53.2% | $4,371-46.9% | $5,983-61.2% |
| Admin fee / account holder | $8 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |