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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 | $19,103 | $166,089-88.5% | $164,928-88.4% | $145,978-86.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.49% | 100.26%-84.8pp | 70.08%-54.6pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,580 | $5,276-70.0% | $4,343-63.6% | $4,662-66.1% |
| Participant deferral / active EE | $15,928 | $6,961+128.8% | $6,034+164.0% | $6,690+138.1% |
| Admin fee / account holder | $52 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |