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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 | $20,698 | $176,838-88.3% | $146,685-85.9% | $167,518-87.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $11,930 | $5,161+131.2% | $4,137+188.4% | $4,838+146.6% |
| Participant deferral / active EE | $14,911 | $6,441+131.5% | $5,507+170.8% | $6,342+135.1% |
| Admin fee / account holder | $248 | $13,262-98.1% | $10,281-97.6% | $12,312-98.0% |